Inspire Investing’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 | $879K | Buy |
+4,884
| New | +$879K | 0.1% | 218 |
|
|
2022
Q3 | – | Sell |
-2,693
| Closed | -$213K | – | 795 |
|
|
2022
Q2 | $213K | Sell |
2,693
-3
| -0.1% | -$237 | 0.03% | 417 |
|
|
2022
Q1 | $237K | Buy |
2,696
+282
| +12% | +$24.8K | 0.03% | 421 |
|
|
2021
Q4 | $250K | Sell |
2,414
-28
| -1% | -$2.9K | 0.03% | 450 |
|
|
2021
Q3 | $225K | Buy |
+2,442
| New | +$225K | 0.03% | 702 |
|
|
2020
Q4 | – | Sell |
-5,940
| Closed | -$351K | – | 651 |
|
|
2020
Q3 | $351K | Buy |
5,940
+1,859
| +46% | +$110K | 0.1% | 216 |
|
|
2020
Q2 | $227K | Sell |
4,081
-601
| -13% | -$33.4K | 0.08% | 361 |
|
|
2020
Q1 | $244K | Buy |
+4,682
| New | +$244K | 0.1% | 290 |
|
|
2018
Q1 | – | Sell |
-1,237
| Closed | -$56K | – | 411 |
|
|
2017
Q4 | $56K | Buy |
+1,237
| New | +$56K | 0.05% | 548 |
|