Guggenheim 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
Q2 | $683K | Sell |
3,798
-70
| -2% | -$12.6K | 0.01% | 1030 |
|
|
2025
Q1 | $625K | Buy |
3,868
+445
| +13% | +$71.9K | 0.01% | 1087 |
|
|
2024
Q4 | $594K | Buy |
+3,423
| New | +$594K | ﹤0.01% | 1185 |
|
|
2024
Q1 | – | Sell |
-7,301
| Closed | -$875K | – | 1908 |
|
|
2023
Q4 | $875K | Sell |
7,301
-471
| -6% | -$56.5K | 0.01% | 1217 |
|
|
2023
Q3 | $833K | Sell |
7,772
-1,823
| -19% | -$195K | 0.01% | 1185 |
|
|
2023
Q2 | $943K | Sell |
9,595
-871
| -8% | -$85.6K | 0.01% | 1184 |
|
|
2023
Q1 | $916K | Buy |
10,466
+1,229
| +13% | +$108K | 0.01% | 1224 |
|
|
2022
Q4 | $805K | Sell |
9,237
-1,665
| -15% | -$145K | 0.01% | 1271 |
|
|
2022
Q3 | $822K | Buy |
10,902
+698
| +7% | +$52.6K | 0.01% | 1242 |
|
|
2022
Q2 | $806K | Buy |
10,204
+2,410
| +31% | +$190K | 0.01% | 1325 |
|
|
2022
Q1 | $685K | Buy |
+7,794
| New | +$685K | ﹤0.01% | 1540 |
|
|
2021
Q4 | – | Sell |
-9,691
| Closed | -$893K | – | 2156 |
|
|
2021
Q3 | $893K | Buy |
9,691
+1,496
| +18% | +$138K | 0.01% | 1468 |
|
|
2021
Q2 | $670K | Buy |
+8,195
| New | +$670K | ﹤0.01% | 1698 |
|