Creative Planning’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 | $1.5M | Buy |
8,354
+899
| +12% | +$162K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $1.2M | Buy |
7,455
+2,806
| +60% | +$453K | ﹤0.01% | 1560 |
|
|
2024
Q4 | $807K | Buy |
4,649
+1,085
| +30% | +$188K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $563K | Sell |
3,564
-50
| -1% | -$7.9K | ﹤0.01% | 1993 |
|
|
2024
Q2 | $487K | Buy |
3,614
+350
| +11% | +$47.2K | ﹤0.01% | 1958 |
|
|
2024
Q1 | $418K | Buy |
3,264
+369
| +13% | +$47.3K | ﹤0.01% | 1987 |
|
|
2023
Q4 | $347K | Buy |
2,895
+152
| +6% | +$18.2K | ﹤0.01% | 1985 |
|
|
2023
Q3 | $294K | Sell |
2,743
-60
| -2% | -$6.43K | ﹤0.01% | 1956 |
|
|
2023
Q2 | $276K | Buy |
2,803
+435
| +18% | +$42.8K | ﹤0.01% | 1962 |
|
|
2023
Q1 | $207K | Buy |
+2,368
| New | +$207K | ﹤0.01% | 2102 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$24K | – | 2621 |
|
|
2017
Q2 | $24K | Hold |
700
| – | – | ﹤0.01% | 3020 |
|
|
2017
Q1 | $24K | Hold |
700
| – | – | ﹤0.01% | 2974 |
|
|
2016
Q4 | $22K | Hold |
700
| – | – | ﹤0.01% | 2973 |
|
|
2016
Q3 | $18K | Hold |
700
| – | – | ﹤0.01% | 3084 |
|
|
2016
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 2909 |
|
|
2016
Q1 | $17K | Hold |
700
| – | – | ﹤0.01% | 2845 |
|
|
2015
Q4 | $18K | Hold |
700
| – | – | ﹤0.01% | 2883 |
|
|
2015
Q3 | $15K | Buy |
+700
| New | +$15K | ﹤0.01% | 2924 |
|