Charles Schwab’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85.7M | Sell |
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|
2025
Q2 | $106M | Sell |
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|
2025
Q1 | $96.7M | Sell |
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|
2024
Q4 | $105M | Buy |
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|
2024
Q3 | $95M | Buy |
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|
2024
Q2 | $60.9M | Buy |
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|
2024
Q1 | $57M | Buy |
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|
2023
Q4 | $51.6M | Buy |
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|
2023
Q3 | $44.5M | Buy |
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|
2023
Q2 | $37M | Sell |
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|
2023
Q1 | $42.1M | Buy |
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|
2022
Q4 | $40.7M | Buy |
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|
2022
Q3 | $34.1M | Buy |
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|
2022
Q2 | $34.5M | Sell |
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|
2022
Q1 | $38.6M | Buy |
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|
2021
Q4 | $44.8M | Buy |
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|
2021
Q3 | $39.2M | Buy |
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|
2021
Q2 | $34.3M | Buy |
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|
2021
Q1 | $26.9M | Buy |
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|
2020
Q4 | $26.4M | Buy |
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|
2020
Q3 | $22.5M | Buy |
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|
2020
Q2 | $20.9M | Buy |
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|
2020
Q1 | $17.5M | Buy |
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|
2019
Q4 | $15.2M | Buy |
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|
2019
Q3 | $12.9M | Buy |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $9.68M | Buy |
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|
2018
Q4 | $6.99M | Buy |
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|
2018
Q3 | $8.39M | Buy |
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|
2018
Q2 | $8.68M | Buy |
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|
2018
Q1 | $6.57M | Buy |
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|
2017
Q4 | $5.96M | Buy |
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|
2017
Q3 | $4.72M | Buy |
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|
2017
Q2 | $1.64M | Buy |
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|
2017
Q1 | $693K | Hold |
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|
2016
Q4 | $626K | Hold |
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|
2016
Q3 | $504K | Hold |
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|
2016
Q2 | $450K | Hold |
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|
2016
Q1 | $501K | Hold |
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|
2015
Q4 | $527K | Buy |
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