Clifford Group’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 | $725K | Sell |
4,026
-7
| -0.2% | -$1.26K | 0.6% | 24 |
|
|
2025
Q1 | $651K | Sell |
4,033
-212
| -5% | -$34.2K | 0.61% | 28 |
|
|
2024
Q4 | $737K | Sell |
4,245
-134
| -3% | -$23.3K | 0.56% | 28 |
|
|
2024
Q3 | $692K | Sell |
4,379
-106
| -2% | -$16.8K | 0.54% | 31 |
|
|
2024
Q2 | $605K | Sell |
4,485
-75
| -2% | -$10.1K | 0.49% | 35 |
|
|
2024
Q1 | $585K | Buy |
4,560
+20
| +0.4% | +$2.56K | 0.48% | 43 |
|
|
2023
Q4 | $544K | Buy |
4,540
+42
| +0.9% | +$5.04K | 0.5% | 43 |
|
|
2023
Q3 | $482K | Sell |
4,498
-1,432
| -24% | -$153K | 0.52% | 43 |
|
|
2023
Q2 | $583K | Buy |
5,930
+1,262
| +27% | +$124K | 0.63% | 39 |
|
|
2023
Q1 | $408K | Buy |
4,668
+186
| +4% | +$16.3K | 0.5% | 47 |
|
|
2022
Q4 | $391K | Buy |
+4,482
| New | +$391K | 0.49% | 53 |
|