DZ Bank’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,802
| Closed | -$2.44M | – | 1129 |
|
|
2022
Q1 | $2.44M | Buy |
+27,802
| New | +$2.44M | ﹤0.01% | 585 |
|
|
2018
Q4 | – | Sell |
-2,238
| Closed | -$100K | – | 757 |
|
|
2018
Q3 | $100K | Hold |
2,238
| – | – | ﹤0.01% | 705 |
|
|
2018
Q2 | $114K | Sell |
2,238
-10,128
| -82% | -$516K | ﹤0.01% | 777 |
|
|
2018
Q1 | $551K | Hold |
12,366
| – | – | ﹤0.01% | 764 |
|
|
2017
Q4 | $561K | Buy |
12,366
+4,649
| +60% | +$211K | ﹤0.01% | 602 |
|
|
2017
Q3 | $301K | Buy |
+7,717
| New | +$301K | ﹤0.01% | 669 |
|