F.L. Putnam Investment Management’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 | $29.5M | Sell |
163,874
-1,150
| -0.7% | -$207K | 0.51% | 38 |
|
|
2025
Q1 | $26.7M | Sell |
165,024
-4,857
| -3% | -$784K | 0.5% | 43 |
|
|
2024
Q4 | $29.5M | Buy |
169,881
+5,651
| +3% | +$981K | 0.54% | 38 |
|
|
2024
Q3 | $26M | Sell |
164,230
-529
| -0.3% | -$83.6K | 0.47% | 48 |
|
|
2024
Q2 | $22.2M | Sell |
164,759
-6,962
| -4% | -$939K | 0.42% | 52 |
|
|
2024
Q1 | $22M | Sell |
171,721
-897
| -0.5% | -$115K | 0.47% | 49 |
|
|
2023
Q4 | $20.7M | Buy |
172,618
+3,027
| +2% | +$363K | 0.49% | 47 |
|
|
2023
Q3 | $18.2M | Sell |
169,591
-1,705
| -1% | -$183K | 0.5% | 46 |
|
|
2023
Q2 | $16.8M | Sell |
171,296
-369
| -0.2% | -$36.3K | 0.46% | 47 |
|
|
2023
Q1 | $15M | Sell |
171,665
-7,495
| -4% | -$656K | 0.49% | 47 |
|
|
2022
Q4 | $15.6M | Sell |
179,160
-727
| -0.4% | -$63.4K | 0.57% | 45 |
|
|
2022
Q3 | $13.6M | Sell |
179,887
-3,556
| -2% | -$268K | 0.53% | 42 |
|
|
2022
Q2 | $14.5M | Buy |
183,443
+3,310
| +2% | +$261K | 0.53% | 43 |
|
|
2022
Q1 | $15.8M | Sell |
180,133
-3,352
| -2% | -$294K | 0.5% | 50 |
|
|
2021
Q4 | $19M | Sell |
183,485
-387
| -0.2% | -$40.1K | 0.58% | 48 |
|
|
2021
Q3 | $16.9M | Buy |
183,872
+5,583
| +3% | +$514K | 0.57% | 48 |
|
|
2021
Q2 | $14.6M | Buy |
178,289
+4,331
| +2% | +$354K | 0.5% | 53 |
|
|
2021
Q1 | $11.6M | Sell |
173,958
-6,060
| -3% | -$403K | 0.51% | 51 |
|
|
2020
Q4 | $12.1M | Buy |
180,018
+14,003
| +8% | +$941K | 0.57% | 48 |
|
|
2020
Q3 | $9.8M | Sell |
166,015
-8,659
| -5% | -$511K | 0.54% | 51 |
|
|
2020
Q2 | $9.72M | Buy |
174,674
+135,524
| +346% | +$7.54M | 0.58% | 49 |
|
|
2020
Q1 | $2.04M | Buy |
+39,150
| New | +$2.04M | 0.15% | 110 |
|