Eagle Bay Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-139
| Closed | -$24.1K | – | 490 |
|
|
2024
Q4 | $24.1K | Sell |
139
-40
| -22% | -$6.93K | 0.02% | 438 |
|
|
2024
Q3 | $28.2K | Sell |
179
-46
| -20% | -$7.25K | 0.01% | 558 |
|
|
2024
Q2 | $30.3K | Sell |
225
-8
| -3% | -$1.08K | 0.02% | 395 |
|
|
2024
Q1 | $29.8K | Sell |
233
-96
| -29% | -$12.3K | 0.02% | 371 |
|
|
2023
Q4 | $39.4K | Sell |
329
-162
| -33% | -$19.4K | 0.02% | 325 |
|
|
2023
Q3 | $52.6K | Buy |
491
+245
| +100% | +$26.3K | 0.02% | 401 |
|
|
2023
Q2 | $24.1K | Buy |
246
+245
| +24,500% | +$24K | 0.01% | 504 |
|
|
2023
Q1 | $52 | Hold |
1
| – | – | ﹤0.01% | 912 |
|
|
2022
Q4 | $52 | Hold |
1
| – | – | ﹤0.01% | 918 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $46 | Buy |
+1
| New | +$46 | ﹤0.01% | 959 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$1K | – | 586 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 975 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 899 |
|