HRT Financial’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,771
| Closed | -$3.19M | – | 2426 |
|
|
2023
Q3 | $3.19M | Sell |
29,771
-95,377
| -76% | -$10.2M | 0.03% | 404 |
|
|
2023
Q2 | $12.3M | Buy |
+125,148
| New | +$12.3M | 0.12% | 118 |
|
|
2022
Q4 | – | Sell |
-3,257
| Closed | -$245K | – | 2540 |
|
|
2022
Q3 | $245K | Sell |
3,257
-8,617
| -73% | -$648K | ﹤0.01% | 1967 |
|
|
2022
Q2 | $937K | Sell |
11,874
-642
| -5% | -$50.7K | 0.01% | 984 |
|
|
2022
Q1 | $1.1M | Buy |
+12,516
| New | +$1.1M | 0.01% | 857 |
|
|
2021
Q4 | – | Sell |
-22,113
| Closed | -$2.04M | – | 3237 |
|
|
2021
Q3 | $2.04M | Buy |
22,113
+12,817
| +138% | +$1.18M | 0.01% | 653 |
|
|
2021
Q2 | $760K | Buy |
+9,296
| New | +$760K | 0.01% | 1277 |
|