EFG Asset Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,850
| Closed | -$924K | – | 187 |
|
|
2024
Q3 | $924K | Buy |
5,850
+421
| +8% | +$66.5K | 0.15% | 186 |
|
|
2024
Q2 | $732K | Sell |
5,429
-5,424
| -50% | -$732K | 0.13% | 193 |
|
|
2024
Q1 | $1.39M | Buy |
10,853
+612
| +6% | +$78.4K | 0.24% | 167 |
|
|
2023
Q4 | $1.23M | Sell |
10,241
-2,306
| -18% | -$277K | 0.23% | 157 |
|
|
2023
Q3 | $1.34M | Buy |
12,547
+1,181
| +10% | +$126K | 0.32% | 113 |
|
|
2023
Q2 | $1.12M | Sell |
11,366
-673
| -6% | -$66.2K | 0.24% | 135 |
|
|
2023
Q1 | $1.05M | Sell |
12,039
-674
| -5% | -$59K | 0.23% | 146 |
|
|
2022
Q4 | $1.13M | Buy |
+12,713
| New | +$1.13M | 0.25% | 143 |
|