IFP Advisors’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 | $303K | Buy |
1,682
+4
| +0.2% | +$721 | 0.01% | 1059 |
|
|
2025
Q1 | $275K | Buy |
1,678
+673
| +67% | +$110K | 0.01% | 1025 |
|
|
2024
Q4 | $179K | Buy |
1,005
+36
| +4% | +$6.4K | 0.01% | 1172 |
|
|
2024
Q3 | $153K | Buy |
+969
| New | +$153K | 0.01% | 1213 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$641 | – | 3275 |
|
|
2024
Q1 | $641 | Buy |
+5
| New | +$641 | ﹤0.01% | 2941 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$1.07K | – | 3185 |
|
|
2023
Q3 | $1.07K | Buy |
+10
| New | +$1.07K | ﹤0.01% | 2988 |
|
|
2022
Q4 | – | Sell |
-7
| Closed | -$1K | – | 4697 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 4571 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 4346 |
|
|
2022
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 4346 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3884 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3624 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3533 |
|
|
2020
Q4 | – | Sell |
-47
| Closed | -$3K | – | 3407 |
|
|
2020
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 2343 |
|
|
2020
Q2 | $3K | Sell |
47
-197
| -81% | -$12.6K | ﹤0.01% | 2245 |
|
|
2020
Q1 | $13K | Buy |
244
+138
| +130% | +$7.35K | ﹤0.01% | 1653 |
|
|
2019
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 2109 |
|
|
2019
Q3 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 2423 |
|
|
2019
Q1 | – | Sell |
-106
| Closed | -$4K | – | 2781 |
|
|
2018
Q4 | $4K | Buy |
106
+83
| +361% | +$3.13K | ﹤0.01% | 2889 |
|
|
2018
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 3644 |
|
|
2018
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 3677 |
|