Global Financial Private Client’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 | – | Sell |
-232
| Closed | -$37.5K | – | 811 |
|
|
2025
Q1 | $37.5K | Buy |
232
+35
| +18% | +$5.65K | 0.01% | 371 |
|
|
2024
Q4 | $34.2K | Buy |
197
+3
| +2% | +$521 | 0.01% | 358 |
|
|
2024
Q3 | $30.7K | Buy |
194
+97
| +100% | +$15.3K | 0.01% | 370 |
|
|
2024
Q2 | $13.1K | Hold |
97
| – | – | 0.01% | 420 |
|
|
2024
Q1 | $12.4K | Hold |
97
| – | – | 0.01% | 438 |
|
|
2023
Q4 | $11.6K | Hold |
97
| – | – | 0.01% | 441 |
|
|
2023
Q3 | $10.2K | Hold |
97
| – | – | 0.01% | 436 |
|
|
2023
Q2 | $9.58K | Hold |
97
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $8.45K | Hold |
97
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $8.46K | Hold |
97
| – | – | ﹤0.01% | 443 |
|
|
2022
Q3 | $7.44K | Hold |
97
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $7.6K | Hold |
97
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $8.63K | Hold |
97
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $10K | Buy |
+97
| New | +$10K | ﹤0.01% | 394 |
|