Galvin Gaustad & Stein’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,802
| Closed | -$334K | – | 171 |
|
|
2022
Q1 | $334K | Sell |
3,802
-718
| -16% | -$63.1K | 0.03% | 139 |
|
|
2021
Q4 | $468K | Sell |
4,520
-237
| -5% | -$24.5K | 0.04% | 129 |
|
|
2021
Q3 | $438K | Buy |
4,757
+15
| +0.3% | +$1.38K | 0.04% | 132 |
|
|
2021
Q2 | $388K | Sell |
4,742
-723
| -13% | -$59.2K | 0.04% | 145 |
|
|
2021
Q1 | $363K | Buy |
5,465
+19
| +0.3% | +$1.26K | 0.04% | 146 |
|
|
2020
Q4 | $366K | Buy |
+5,446
| New | +$366K | 0.04% | 143 |
|