First Horizon 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
Q2 | $95.4K | Sell |
530
-20
| -4% | -$3.6K | ﹤0.01% | 729 |
|
|
2025
Q1 | $88.8K | Buy |
550
+82
| +18% | +$13.2K | ﹤0.01% | 715 |
|
|
2024
Q4 | $81.3K | Buy |
468
+27
| +6% | +$4.69K | ﹤0.01% | 756 |
|
|
2024
Q3 | $69.7K | Buy |
441
+198
| +81% | +$31.3K | ﹤0.01% | 849 |
|
|
2024
Q2 | $32.8K | Sell |
243
-20
| -8% | -$2.7K | ﹤0.01% | 1102 |
|
|
2024
Q1 | $33.7K | Sell |
263
-27
| -9% | -$3.46K | ﹤0.01% | 1138 |
|
|
2023
Q4 | $34.8K | Sell |
290
-49
| -14% | -$5.88K | ﹤0.01% | 1106 |
|
|
2023
Q3 | $36.3K | Hold |
339
| – | – | ﹤0.01% | 993 |
|
|
2023
Q2 | $33.3K | Hold |
339
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q1 | $29.7K | Hold |
339
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q4 | $29.5K | Hold |
339
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q3 | $25K | Hold |
339
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q2 | $25K | Buy |
+339
| New | +$25K | ﹤0.01% | 1201 |
|
|
2022
Q1 | – | Sell |
-349
| Closed | -$35K | – | 1962 |
|
|
2021
Q4 | $35K | Sell |
349
-29
| -8% | -$2.91K | ﹤0.01% | 1066 |
|
|
2021
Q3 | $34K | Sell |
378
-11
| -3% | -$989 | ﹤0.01% | 1057 |
|
|
2021
Q2 | $31K | Sell |
389
-98
| -20% | -$7.81K | ﹤0.01% | 951 |
|
|
2021
Q1 | $32K | Hold |
487
| – | – | ﹤0.01% | 902 |
|
|
2020
Q4 | $32K | Sell |
487
-13
| -3% | -$854 | ﹤0.01% | 744 |
|
|
2020
Q3 | $29K | Buy |
500
+141
| +39% | +$8.18K | ﹤0.01% | 699 |
|
|
2020
Q2 | $19K | Hold |
359
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $18K | Hold |
359
| – | – | ﹤0.01% | 767 |
|
|
2019
Q4 | $17K | Buy |
359
+91
| +34% | +$4.31K | ﹤0.01% | 913 |
|
|
2019
Q3 | $12K | Buy |
+268
| New | +$12K | ﹤0.01% | 1019 |
|