Capital Fund Management (CFM)’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Buy |
35,064
+10,241
| +41% | +$1.84M | 0.02% | 328 |
|
|
2025
Q1 | $4.01M | Buy |
24,823
+7,539
| +44% | +$1.22M | 0.01% | 404 |
|
|
2024
Q4 | $3M | Buy |
+17,284
| New | +$3M | 0.01% | 506 |
|
|
2024
Q1 | – | Sell |
-11,826
| Closed | -$1.42M | – | 863 |
|
|
2023
Q4 | $1.42M | Buy |
+11,826
| New | +$1.42M | ﹤0.01% | 557 |
|
|
2022
Q2 | – | Sell |
-13,150
| Closed | -$1.15M | – | 750 |
|
|
2022
Q1 | $1.15M | Buy |
+13,150
| New | +$1.15M | 0.01% | 455 |
|
|
2019
Q1 | – | Sell |
-17,700
| Closed | -$651K | – | 938 |
|
|
2018
Q4 | $651K | Buy |
17,700
+9,300
| +111% | +$342K | 0.01% | 553 |
|
|
2018
Q3 | $377K | Buy |
8,400
+3,600
| +75% | +$162K | ﹤0.01% | 730 |
|
|
2018
Q2 | $246K | Buy |
+4,800
| New | +$246K | ﹤0.01% | 823 |
|
|
2018
Q1 | – | Sell |
-6,400
| Closed | -$291K | – | 1006 |
|
|
2017
Q4 | $291K | Sell |
6,400
-200
| -3% | -$9.09K | ﹤0.01% | 754 |
|
|
2017
Q3 | $258K | Buy |
+6,600
| New | +$258K | ﹤0.01% | 709 |
|