Harel Insurance Investments & Financial Services’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 | $2K | Sell |
12
-80
| -87% | -$13.3K | ﹤0.01% | 425 |
|
|
2025
Q1 | $15K | Buy |
+92
| New | +$15K | ﹤0.01% | 425 |
|
|
2024
Q4 | – | Sell |
-591
| Closed | -$93K | – | 488 |
|
|
2024
Q3 | $93K | Sell |
591
-155
| -21% | -$24.4K | ﹤0.01% | 286 |
|
|
2024
Q2 | $100K | Buy |
746
+162
| +28% | +$21.7K | ﹤0.01% | 310 |
|
|
2024
Q1 | $75K | Sell |
584
-16
| -3% | -$2.06K | ﹤0.01% | 335 |
|
|
2023
Q4 | $73K | Hold |
600
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $65K | Buy |
600
+300
| +100% | +$32.5K | ﹤0.01% | 426 |
|
|
2023
Q2 | $30K | Sell |
300
-700
| -70% | -$70K | ﹤0.01% | 534 |
|
|
2023
Q1 | $86K | Sell |
1,000
-50
| -5% | -$4.3K | ﹤0.01% | 420 |
|
|
2022
Q4 | $93K | Hold |
1,050
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $80K | Hold |
1,050
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $83K | Buy |
1,050
+350
| +50% | +$27.7K | ﹤0.01% | 432 |
|
|
2022
Q1 | $61K | Sell |
700
-300
| -30% | -$26.1K | ﹤0.01% | 494 |
|
|
2021
Q4 | $103K | Buy |
1,000
+20
| +2% | +$2.06K | ﹤0.01% | 500 |
|
|
2021
Q3 | $90K | Buy |
980
+150
| +18% | +$13.8K | ﹤0.01% | 471 |
|
|
2021
Q2 | $221K | Buy |
830
+150
| +22% | +$39.9K | ﹤0.01% | 582 |
|
|
2021
Q1 | $151K | Buy |
+680
| New | +$151K | ﹤0.01% | 601 |
|
|
2020
Q1 | – | Sell |
-2,615
| Closed | -$128K | – | 478 |
|
|
2019
Q4 | $128K | Buy |
2,615
+1,865
| +249% | +$91.3K | 0.01% | 256 |
|
|
2019
Q3 | $34K | Buy |
+750
| New | +$34K | ﹤0.01% | 337 |
|