FORA Capital’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,525
| Closed | -$612K | – | 567 |
|
|
2024
Q4 | $612K | Buy |
+3,525
| New | +$612K | 0.07% | 247 |
|
|
2024
Q3 | – | Sell |
-1,699
| Closed | -$229K | – | 500 |
|
|
2024
Q2 | $229K | Buy |
+1,699
| New | +$229K | 0.03% | 342 |
|
|
2022
Q3 | – | Sell |
-4,745
| Closed | -$375K | – | 475 |
|
|
2022
Q2 | $375K | Sell |
4,745
-4,904
| -51% | -$388K | 0.07% | 298 |
|
|
2022
Q1 | $875K | Buy |
+9,649
| New | +$875K | 0.16% | 179 |
|
|
2021
Q1 | – | Sell |
-5,310
| Closed | -$357K | – | 906 |
|
|
2020
Q4 | $357K | Buy |
+5,310
| New | +$357K | 0.05% | 361 |
|
|
2020
Q2 | – | Sell |
-5,964
| Closed | -$311K | – | 1077 |
|
|
2020
Q1 | $311K | Buy |
5,964
+3,368
| +130% | +$176K | 0.07% | 339 |
|
|
2019
Q4 | $127K | Buy |
+2,596
| New | +$127K | 0.01% | 718 |
|