Harbor Investment Advisory’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 | $9K | Hold |
50
| – | – | ﹤0.01% | 906 |
|
|
2025
Q1 | $8.08K | Hold |
50
| – | – | ﹤0.01% | 910 |
|
|
2024
Q4 | $8.68K | Hold |
50
| – | – | ﹤0.01% | 886 |
|
|
2024
Q3 | $7.9K | Hold |
50
| – | – | ﹤0.01% | 906 |
|
|
2024
Q2 | $6.74K | Buy |
+50
| New | +$6.74K | ﹤0.01% | 927 |
|
|
2023
Q3 | – | Sell |
-1,502
| Closed | -$148K | – | 1246 |
|
|
2023
Q2 | $148K | Buy |
1,502
+24
| +2% | +$2.36K | 0.02% | 410 |
|
|
2023
Q1 | $129K | Hold |
1,478
| – | – | 0.02% | 435 |
|
|
2022
Q4 | $129K | Hold |
1,478
| – | – | 0.02% | 437 |
|
|
2022
Q3 | $111K | Hold |
1,478
| – | – | 0.02% | 442 |
|
|
2022
Q2 | $117K | Hold |
1,478
| – | – | 0.02% | 460 |
|
|
2022
Q1 | $130K | Hold |
1,478
| – | – | 0.02% | 469 |
|
|
2021
Q4 | $153K | Hold |
1,478
| – | – | 0.02% | 431 |
|
|
2021
Q3 | $136K | Hold |
1,478
| – | – | 0.02% | 448 |
|
|
2021
Q2 | $121K | Sell |
1,478
-18
| -1% | -$1.47K | 0.02% | 475 |
|
|
2021
Q1 | $99K | Hold |
1,496
| – | – | 0.01% | 482 |
|
|
2020
Q4 | $101K | Buy |
1,496
+458
| +44% | +$30.9K | 0.02% | 450 |
|
|
2020
Q3 | $61K | Buy |
1,038
+497
| +92% | +$29.2K | 0.01% | 452 |
|
|
2020
Q2 | $30K | Hold |
541
| – | – | 0.01% | 532 |
|
|
2020
Q1 | $28K | Buy |
+541
| New | +$28K | 0.01% | 505 |
|