CI Investments Inc’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 | $356K | Sell |
1,978
-148
| -7% | -$26.6K | ﹤0.01% | 592 |
|
|
2025
Q1 | $343K | Buy |
2,126
+222
| +12% | +$35.8K | ﹤0.01% | 597 |
|
|
2024
Q4 | $331K | Buy |
1,904
+489
| +35% | +$85K | ﹤0.01% | 594 |
|
|
2024
Q3 | $224K | Buy |
1,415
+133
| +10% | +$21.1K | ﹤0.01% | 630 |
|
|
2024
Q2 | $173K | Buy |
1,282
+74
| +6% | +$9.99K | ﹤0.01% | 669 |
|
|
2024
Q1 | $155K | Buy |
1,208
+214
| +22% | +$27.5K | ﹤0.01% | 766 |
|
|
2023
Q4 | $119K | Sell |
994
-210
| -17% | -$25.1K | ﹤0.01% | 790 |
|
|
2023
Q3 | $129K | Buy |
1,204
+19
| +2% | +$2.04K | ﹤0.01% | 767 |
|
|
2023
Q2 | $116K | Buy |
1,185
+52
| +5% | +$5.09K | ﹤0.01% | 750 |
|
|
2023
Q1 | $99K | Buy |
1,133
+16
| +1% | +$1.4K | ﹤0.01% | 743 |
|
|
2022
Q4 | $97K | Buy |
1,117
+739
| +196% | +$64.2K | ﹤0.01% | 749 |
|
|
2022
Q3 | $28K | Sell |
378
-21
| -5% | -$1.56K | ﹤0.01% | 954 |
|
|
2022
Q2 | $31K | Sell |
399
-304
| -43% | -$23.6K | ﹤0.01% | 902 |
|
|
2022
Q1 | $62K | Sell |
703
-3,958
| -85% | -$349K | ﹤0.01% | 932 |
|
|
2021
Q4 | $483K | Buy |
4,661
+2,435
| +109% | +$252K | ﹤0.01% | 585 |
|
|
2021
Q3 | $205K | Buy |
2,226
+27
| +1% | +$2.49K | ﹤0.01% | 719 |
|
|
2021
Q2 | $180K | Buy |
2,199
+846
| +63% | +$69.3K | ﹤0.01% | 755 |
|
|
2021
Q1 | $90K | Sell |
1,353
-294
| -18% | -$19.6K | ﹤0.01% | 790 |
|
|
2020
Q4 | $111K | Buy |
+1,647
| New | +$111K | ﹤0.01% | 726 |
|