Edgestream Partners’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 | $12.4M | Buy |
68,803
+50,819
| +283% | +$9.14M | 0.34% | 35 |
|
|
2025
Q1 | $2.9M | Sell |
17,984
-16,155
| -47% | -$2.61M | 0.1% | 387 |
|
|
2024
Q4 | $5.93M | Buy |
34,139
+25,378
| +290% | +$4.41M | 0.25% | 101 |
|
|
2024
Q3 | $1.38M | Sell |
8,761
-49,311
| -85% | -$7.79M | 0.06% | 504 |
|
|
2024
Q2 | $7.83M | Buy |
58,072
+12,058
| +26% | +$1.63M | 0.38% | 33 |
|
|
2024
Q1 | $5.9M | Buy |
46,014
+30,355
| +194% | +$3.89M | 0.29% | 71 |
|
|
2023
Q4 | $1.88M | Buy |
15,659
+9,145
| +140% | +$1.1M | 0.14% | 259 |
|
|
2023
Q3 | $698K | Sell |
6,514
-28,597
| -81% | -$3.06M | 0.06% | 508 |
|
|
2023
Q2 | $3.45M | Buy |
+35,111
| New | +$3.45M | 0.31% | 55 |
|