Guggenheim Capital’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
Q3 | $773K | Sell |
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|
2025
Q2 | $683K | Sell |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $943K | Sell |
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|
2023
Q1 | $916K | Buy |
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|
2022
Q4 | $805K | Sell |
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|
2022
Q3 | $822K | Buy |
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|
2022
Q2 | $806K | Buy |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $893K | Buy |
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|
2021
Q2 | $670K | Buy |
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