Deutsche Bank’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
$9.03M Buy
50,163
+40,557
+422% +$7.3M ﹤0.01% 1022
2025
Q1
$1.55M Buy
9,606
+2,394
+33% +$387K ﹤0.01% 1882
2024
Q4
$1.25M Sell
7,212
-11,879
-62% -$2.06M ﹤0.01% 2102
2024
Q3
$3.02M Buy
19,091
+960
+5% +$152K ﹤0.01% 1499
2024
Q2
$2.45M Buy
18,131
+11,914
+192% +$1.61M ﹤0.01% 1527
2024
Q1
$797K Buy
6,217
+259
+4% +$33.2K ﹤0.01% 2086
2023
Q4
$714K Buy
5,958
+445
+8% +$53.4K ﹤0.01% 2164
2023
Q3
$591K Sell
5,513
-489
-8% -$52.4K ﹤0.01% 2027
2023
Q2
$590K Sell
6,002
-31,879
-84% -$3.13M ﹤0.01% 2261
2023
Q1
$3.31M Sell
37,881
-304
-0.8% -$26.6K ﹤0.01% 1419
2022
Q4
$3.33M Buy
38,185
+13,395
+54% +$1.17M ﹤0.01% 1391
2022
Q3
$1.87M Sell
24,790
-5,356
-18% -$404K ﹤0.01% 1657
2022
Q2
$2.38M Sell
30,146
-101,335
-77% -$8M ﹤0.01% 1677
2022
Q1
$11.5M Buy
131,481
+63,635
+94% +$5.59M 0.01% 1037
2021
Q4
$7.02M Buy
67,846
+22,425
+49% +$2.32M ﹤0.01% 1266
2021
Q3
$4.18M Buy
45,421
+3,777
+9% +$348K ﹤0.01% 1609
2021
Q2
$3.41M Buy
41,644
+2,228
+6% +$182K ﹤0.01% 1775
2021
Q1
$2.62M Sell
39,416
-8,732
-18% -$581K ﹤0.01% 1961
2020
Q4
$3.24M Buy
48,148
+15,701
+48% +$1.06M ﹤0.01% 1599
2020
Q3
$1.92M Buy
32,447
+5,140
+19% +$304K ﹤0.01% 1762
2020
Q2
$1.52M Sell
27,307
-5,941
-18% -$330K ﹤0.01% 1951
2020
Q1
$1.73M Buy
33,248
+15,569
+88% +$812K ﹤0.01% 1782
2019
Q4
$863K Buy
17,679
+2,287
+15% +$112K ﹤0.01% 2442
2019
Q3
$693K Sell
15,392
-96,957
-86% -$4.37M ﹤0.01% 2499
2019
Q2
$5M Buy
112,349
+80,212
+250% +$3.57M ﹤0.01% 1810
2019
Q1
$1.47M Sell
32,137
-33,086
-51% -$1.52M ﹤0.01% 2704
2018
Q4
$2.4M Sell
65,223
-15,827
-20% -$582K ﹤0.01% 2267
2018
Q3
$3.64M Sell
81,050
-205,117
-72% -$9.22M ﹤0.01% 2431
2018
Q2
$14.7M Buy
286,167
+140,013
+96% +$7.17M 0.01% 1408
2018
Q1
$6.52M Buy
146,154
+86,350
+144% +$3.85M ﹤0.01% 1991
2017
Q4
$2.72M Buy
59,804
+36,315
+155% +$1.65M ﹤0.01% 2495
2017
Q3
$918K Sell
23,489
-93,026
-80% -$3.64M ﹤0.01% 3032
2017
Q2
$4.07M Sell
116,515
-26,512
-19% -$925K ﹤0.01% 2053
2017
Q1
$4.93M Buy
143,027
+101,910
+248% +$3.51M ﹤0.01% 1681
2016
Q4
$1.28M Buy
41,117
+15,114
+58% +$470K ﹤0.01% 2503
2016
Q3
$650K Buy
26,003
+15,559
+149% +$389K ﹤0.01% 3006
2016
Q2
$232K Buy
10,444
+6,610
+172% +$147K ﹤0.01% 3585
2016
Q1
$94K Sell
3,834
-28,331
-88% -$695K ﹤0.01% 3870
2015
Q4
$841K Buy
32,165
+666
+2% +$17.4K ﹤0.01% 2939
2015
Q3
$685K Buy
+31,499
New +$685K ﹤0.01% 3124