Chase Investment Counsel’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 | $3.81M | Buy |
21,145
+212
| +1% | +$38.1K | 1.22% | 31 |
|
|
2025
Q1 | $3.38M | Sell |
20,933
-18,097
| -46% | -$2.92M | 1.24% | 34 |
|
|
2024
Q4 | $6.78M | Sell |
39,030
-803
| -2% | -$139K | 2.18% | 10 |
|
|
2024
Q3 | $6.29M | Buy |
39,833
+16,226
| +69% | +$2.56M | 2.1% | 10 |
|
|
2024
Q2 | $3.18M | Buy |
+23,607
| New | +$3.18M | 1.13% | 34 |
|