Dynamic Technology Lab’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
+8,120
| New | +$1.46M | 0.2% | 134 |
|
|
2025
Q1 | – | Sell |
-4,072
| Closed | -$707K | – | 1160 |
|
|
2024
Q4 | $707K | Sell |
4,072
-2,571
| -39% | -$446K | 0.11% | 316 |
|
|
2024
Q3 | $1.05M | Buy |
6,643
+2,924
| +79% | +$462K | 0.11% | 306 |
|
|
2024
Q2 | $502K | Buy |
+3,719
| New | +$502K | 0.06% | 509 |
|
|
2024
Q1 | – | Sell |
-2,240
| Closed | -$269K | – | 1211 |
|
|
2023
Q4 | $269K | Buy |
+2,240
| New | +$269K | 0.03% | 789 |
|
|
2023
Q2 | – | Sell |
-3,090
| Closed | -$270K | – | 1160 |
|
|
2023
Q1 | $270K | Sell |
3,090
-8,460
| -73% | -$739K | 0.02% | 832 |
|
|
2022
Q4 | $1.01M | Buy |
+11,550
| New | +$1.01M | 0.1% | 330 |
|
|
2022
Q2 | – | Sell |
-27,680
| Closed | -$2.43M | – | 1301 |
|
|
2022
Q1 | $2.43M | Buy |
27,680
+24,933
| +908% | +$2.19M | 0.29% | 43 |
|
|
2021
Q4 | $284K | Buy |
+2,747
| New | +$284K | 0.03% | 820 |
|
|
2021
Q1 | – | Sell |
-16,686
| Closed | -$1.12M | – | 1291 |
|
|
2020
Q4 | $1.12M | Buy |
16,686
+4,034
| +32% | +$271K | 0.18% | 145 |
|
|
2020
Q3 | $747K | Sell |
12,652
-17,034
| -57% | -$1.01M | 0.12% | 293 |
|
|
2020
Q2 | $1.65M | Buy |
+29,686
| New | +$1.65M | 0.25% | 81 |
|
|
2019
Q3 | – | Sell |
-13,036
| Closed | -$580K | – | 1087 |
|
|
2019
Q2 | $580K | Buy |
+13,036
| New | +$580K | 0.1% | 347 |
|
|
2019
Q1 | – | Sell |
-12,037
| Closed | -$443K | – | 1138 |
|
|
2018
Q4 | $443K | Buy |
+12,037
| New | +$443K | 0.08% | 471 |
|
|
2018
Q1 | – | Sell |
-12,264
| Closed | -$557K | – | 1172 |
|
|
2017
Q4 | $557K | Buy |
12,264
+5,462
| +80% | +$248K | 0.1% | 384 |
|
|
2017
Q3 | $266K | Sell |
6,802
-6,211
| -48% | -$243K | 0.04% | 782 |
|
|
2017
Q2 | $454K | Buy |
+13,013
| New | +$454K | 0.09% | 456 |
|
|
2017
Q1 | – | Sell |
-13,091
| Closed | -$408K | – | 1080 |
|
|
2016
Q4 | $408K | Sell |
13,091
-1,985
| -13% | -$61.9K | 0.11% | 354 |
|
|
2016
Q3 | $377K | Buy |
+15,076
| New | +$377K | 0.1% | 370 |
|