Covestor’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 | $204K | Buy |
1,136
+146
| +15% | +$26.2K | 0.12% | 179 |
|
|
2025
Q1 | $160K | Buy |
990
+369
| +59% | +$59.6K | 0.11% | 227 |
|
|
2024
Q4 | $108K | Buy |
621
+4
| +0.6% | +$696 | 0.07% | 481 |
|
|
2024
Q3 | $98K | Sell |
617
-220
| -26% | -$34.9K | 0.06% | 523 |
|
|
2024
Q2 | $113K | Sell |
837
-53
| -6% | -$7.16K | 0.07% | 417 |
|
|
2024
Q1 | $114K | Sell |
890
-33
| -4% | -$4.23K | 0.07% | 450 |
|
|
2023
Q4 | $111K | Sell |
923
-90
| -9% | -$10.8K | 0.08% | 427 |
|
|
2023
Q3 | $109K | Buy |
1,013
+3
| +0.3% | +$323 | 0.08% | 362 |
|
|
2023
Q2 | $99K | Sell |
1,010
-787
| -44% | -$77.1K | 0.08% | 444 |
|
|
2023
Q1 | $157K | Sell |
1,797
-410
| -19% | -$35.8K | 0.14% | 183 |
|
|
2022
Q4 | $192K | Sell |
2,207
-109
| -5% | -$9.48K | 0.16% | 123 |
|
|
2022
Q3 | $175K | Buy |
2,316
+873
| +60% | +$66K | 0.15% | 105 |
|
|
2022
Q2 | $114K | Buy |
1,443
+347
| +32% | +$27.4K | 0.09% | 334 |
|
|
2022
Q1 | $96K | Buy |
1,096
+96
| +10% | +$8.41K | 0.06% | 523 |
|
|
2021
Q4 | $104K | Buy |
+1,000
| New | +$104K | 0.15% | 148 |
|