InceptionR’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,018
| Closed | -$319K | – | 727 |
|
|
2024
Q3 | $319K | Buy |
+2,018
| New | +$319K | 0.08% | 436 |
|
|
2023
Q3 | – | Sell |
-10,553
| Closed | -$1.04M | – | 468 |
|
|
2023
Q2 | $1.04M | Sell |
10,553
-8,601
| -45% | -$846K | 0.55% | 20 |
|
|
2023
Q1 | $1.68M | Buy |
+19,154
| New | +$1.68M | 0.54% | 33 |
|