Harvest Fund Management’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 | $19K | Sell |
105
-416
| -80% | -$75.3K | ﹤0.01% | 487 |
|
|
2025
Q1 | $84K | Sell |
521
-2,947
| -85% | -$475K | ﹤0.01% | 461 |
|
|
2024
Q4 | $602K | Buy |
3,468
+3,087
| +810% | +$536K | 0.03% | 302 |
|
|
2024
Q3 | $60K | Hold |
381
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $51K | Hold |
381
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $49K | Buy |
+381
| New | +$49K | ﹤0.01% | 513 |
|
|
2022
Q3 | – | Sell |
-374
| Closed | -$30K | – | 819 |
|
|
2022
Q2 | $30K | Hold |
374
| – | – | 0.01% | 485 |
|
|
2022
Q1 | $32K | Buy |
+374
| New | +$32K | 0.01% | 517 |
|