HSBC Holdings’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 | $7.52M | Sell |
41,334
-5,338
| -11% | -$972K | ﹤0.01% | 830 |
|
|
2025
Q1 | $7.42M | Buy |
46,672
+16,951
| +57% | +$2.7M | ﹤0.01% | 817 |
|
|
2024
Q4 | $5.17M | Buy |
29,721
+23,714
| +395% | +$4.12M | ﹤0.01% | 909 |
|
|
2024
Q3 | $940K | Sell |
6,007
-1,982
| -25% | -$310K | ﹤0.01% | 1400 |
|
|
2024
Q2 | $1.08M | Sell |
7,989
-9,386
| -54% | -$1.26M | ﹤0.01% | 1348 |
|
|
2024
Q1 | $2.23M | Buy |
17,375
+5,268
| +44% | +$675K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $1.46M | Sell |
12,107
-7,572
| -38% | -$910K | ﹤0.01% | 1273 |
|
|
2023
Q3 | $2.12M | Buy |
19,679
+6,917
| +54% | +$746K | ﹤0.01% | 1096 |
|
|
2023
Q2 | $1.26M | Buy |
+12,762
| New | +$1.26M | ﹤0.01% | 1276 |
|
|
2023
Q1 | – | Sell |
-12,119
| Closed | -$1.05M | – | 2339 |
|
|
2022
Q4 | $1.05M | Buy |
+12,119
| New | +$1.05M | ﹤0.01% | 1548 |
|
|
2022
Q3 | – | Sell |
-7,400
| Closed | -$589K | – | 2591 |
|
|
2022
Q2 | $589K | Sell |
7,400
-7,112
| -49% | -$566K | ﹤0.01% | 1857 |
|
|
2022
Q1 | $1.28M | Buy |
14,512
+7,542
| +108% | +$667K | ﹤0.01% | 1504 |
|
|
2021
Q4 | $722K | Buy |
6,970
+1,797
| +35% | +$186K | ﹤0.01% | 1806 |
|
|
2021
Q3 | $478K | Sell |
5,173
-1,243
| -19% | -$115K | ﹤0.01% | 1839 |
|
|
2021
Q2 | $524K | Buy |
6,416
+1,610
| +33% | +$131K | ﹤0.01% | 1739 |
|
|
2021
Q1 | $320K | Sell |
4,806
-12,029
| -71% | -$801K | ﹤0.01% | 1899 |
|
|
2020
Q4 | $1.13M | Buy |
16,835
+5,381
| +47% | +$361K | ﹤0.01% | 1270 |
|
|
2020
Q3 | $675K | Buy |
11,454
+3,225
| +39% | +$190K | ﹤0.01% | 1385 |
|
|
2020
Q2 | $458K | Buy |
8,229
+2,920
| +55% | +$163K | ﹤0.01% | 1543 |
|
|
2020
Q1 | $276K | Sell |
5,309
-10,493
| -66% | -$546K | ﹤0.01% | 1697 |
|
|
2019
Q4 | $777K | Sell |
15,802
-32,174
| -67% | -$1.58M | ﹤0.01% | 1482 |
|
|
2019
Q3 | $2.16M | Buy |
47,976
+10,198
| +27% | +$460K | ﹤0.01% | 1069 |
|
|
2019
Q2 | $1.68M | Buy |
37,778
+30,631
| +429% | +$1.36M | ﹤0.01% | 1107 |
|
|
2019
Q1 | $328K | Buy |
7,147
+1,092
| +18% | +$50.1K | ﹤0.01% | 1778 |
|
|
2018
Q4 | $222K | Buy |
6,055
+725
| +14% | +$26.6K | ﹤0.01% | 1814 |
|
|
2018
Q3 | $239K | Sell |
5,330
-30,935
| -85% | -$1.39M | ﹤0.01% | 1766 |
|
|
2018
Q2 | $1.86M | Buy |
36,265
+29,682
| +451% | +$1.52M | ﹤0.01% | 1118 |
|
|
2018
Q1 | $294K | Buy |
6,583
+917
| +16% | +$41K | ﹤0.01% | 1678 |
|
|
2017
Q4 | $257K | Buy |
5,666
+400
| +8% | +$18.1K | ﹤0.01% | 1692 |
|
|
2017
Q3 | $206K | Buy |
+5,266
| New | +$206K | ﹤0.01% | 1662 |
|