Global Retirement Partners’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $303K | Buy |
1,741
+329
| +23% | +$60.4K | 0.01% | 1240 |
|
|
2025
Q3 | $290K | Buy |
1,412
+191
| +16% | +$37.4K | 0.01% | 992 |
|
|
2025
Q2 | $220K | Buy |
+1,221
| New | +$205K | 0.01% | 1040 |
|
|
2024
Q4 | $131K | Sell |
753
-31
| -4% | -$5.46K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $124K | Sell |
784
-218
| -22% | -$32.6K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $135K | Buy |
1,002
+496
| +98% | +$64.9K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $64.8K | Sell |
506
-35
| -6% | -$4.33K | ﹤0.01% | 1286 |
|
|
2023
Q4 | $63.4K | Sell |
541
-212
| -28% | -$23K | ﹤0.01% | 1257 |
|
|
2023
Q3 | $79.1K | Buy |
753
+109
| +17% | +$11.2K | ﹤0.01% | 1028 |
|
|
2023
Q2 | $63.3K | Buy |
644
+7
| +1% | +$633 | ﹤0.01% | 1157 |
|
|
2023
Q1 | $55.7K | Buy |
637
+115
| +22% | +$10.8K | ﹤0.01% | 1186 |
|
|
2022
Q4 | $45.5K | Hold |
522
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q3 | $47K | Hold |
522
| – | – | ﹤0.01% | 1036 |
|
|
2022
Q2 | $41K | Hold |
522
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q1 | $43K | Buy |
522
+386
| +284% | +$39.7K | ﹤0.01% | 1051 |
|
|
2021
Q4 | $14K | Sell |
136
-8
| -6% | -$854 | 0.01% | 135 |
|
|
2021
Q3 | $13K | Buy |
144
+40
| +38% | +$3.5K | ﹤0.01% | 1338 |
|
|
2021
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 1396 |
|
|
2021
Q1 | $7K | Hold |
104
| – | – | ﹤0.01% | 1386 |
|
|
2020
Q4 | $7K | Hold |
104
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q3 | $6K | Hold |
104
| – | – | ﹤0.01% | 1277 |
|
|
2020
Q2 | $6K | Hold |
104
| – | – | ﹤0.01% | 1242 |
|
|
2020
Q1 | $5K | Hold |
104
| – | – | ﹤0.01% | 1220 |
|
|
2019
Q4 | $5K | Buy |
+104
| New | +$4.91K | ﹤0.01% | 1333 |
|
|
2018
Q1 | – | Sell |
-39
| Closed | -$2K | – | 1508 |
|
|
2017
Q4 | $2K | Buy |
+39
| New | +$1.67K | ﹤0.01% | 1303 |
|
Other funds holding HLI
