Empowered Funds’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 | $4.18M | Buy |
23,246
+4,728
| +26% | +$851K | 0.05% | 496 |
|
|
2025
Q1 | $2.99M | Sell |
18,518
-532
| -3% | -$85.9K | 0.04% | 555 |
|
|
2024
Q4 | $3.31M | Buy |
19,050
+4,641
| +32% | +$806K | 0.05% | 516 |
|
|
2024
Q3 | $2.28M | Buy |
14,409
+2,864
| +25% | +$453K | 0.04% | 626 |
|
|
2024
Q2 | $1.56M | Buy |
11,545
+904
| +8% | +$122K | 0.03% | 703 |
|
|
2024
Q1 | $1.36M | Buy |
10,641
+965
| +10% | +$124K | 0.02% | 738 |
|
|
2023
Q4 | $1.16M | Buy |
9,676
+1,771
| +22% | +$212K | 0.03% | 707 |
|
|
2023
Q3 | $847K | Buy |
7,905
+264
| +3% | +$28.3K | 0.03% | 725 |
|
|
2023
Q2 | $751K | Buy |
7,641
+241
| +3% | +$23.7K | 0.03% | 695 |
|
|
2023
Q1 | $647K | Buy |
7,400
+91
| +1% | +$7.96K | 0.04% | 364 |
|
|
2022
Q4 | $637K | Buy |
7,309
+711
| +11% | +$62K | 0.04% | 168 |
|
|
2022
Q3 | $497K | Buy |
+6,598
| New | +$497K | 0.05% | 251 |
|
|
2022
Q2 | – | Sell |
-16,426
| Closed | -$1.44M | – | 293 |
|
|
2022
Q1 | $1.44M | Buy |
+16,426
| New | +$1.44M | 0.16% | 159 |
|
|
2018
Q2 | – | Sell |
-26,205
| Closed | -$1.14M | – | 106 |
|
|
2018
Q1 | $1.14M | Buy |
26,205
+4,840
| +23% | +$211K | 0.42% | 74 |
|
|
2017
Q4 | $971K | Buy |
21,365
+613
| +3% | +$27.9K | 0.49% | 56 |
|
|
2017
Q3 | $812K | Buy |
+20,752
| New | +$812K | 0.53% | 58 |
|