Institutional & Family Asset Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.2K | Hold |
83
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $10.6K | Hold |
83
| – | – | ﹤0.01% | 402 |
|
|
2023
Q4 | $9.95K | Hold |
83
| – | – | ﹤0.01% | 392 |
|
|
2023
Q3 | $8.89K | Hold |
83
| – | – | ﹤0.01% | 391 |
|
|
2023
Q2 | $8.16K | Hold |
83
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $7.26K | Hold |
83
| – | – | ﹤0.01% | 413 |
|
|
2022
Q4 | $7.23K | Buy |
83
+4
| +5% | +$349 | ﹤0.01% | 411 |
|
|
2022
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 450 |
|
|
2022
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $7K | Hold |
79
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $8K | Sell |
79
-30
| -28% | -$3.04K | ﹤0.01% | 476 |
|
|
2021
Q3 | $10K | Hold |
109
| – | – | ﹤0.01% | 543 |
|
|
2021
Q2 | $9K | Hold |
109
| – | – | ﹤0.01% | 608 |
|
|
2021
Q1 | $7K | Sell |
109
-58
| -35% | -$3.73K | ﹤0.01% | 619 |
|
|
2020
Q4 | $11K | Hold |
167
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $10K | Hold |
167
| – | – | ﹤0.01% | 482 |
|
|
2020
Q2 | $9K | Sell |
167
-37
| -18% | -$1.99K | ﹤0.01% | 496 |
|
|
2020
Q1 | $11K | Hold |
204
| – | – | ﹤0.01% | 438 |
|
|
2019
Q4 | $10K | Hold |
204
| – | – | ﹤0.01% | 504 |
|
|
2019
Q3 | $9K | Hold |
204
| – | – | ﹤0.01% | 489 |
|
|
2019
Q2 | $9K | Hold |
204
| – | – | ﹤0.01% | 507 |
|
|
2019
Q1 | $9K | Buy |
204
+33
| +19% | +$1.46K | ﹤0.01% | 519 |
|
|
2018
Q4 | $6K | Hold |
171
| – | – | ﹤0.01% | 562 |
|
|
2018
Q3 | $8K | Hold |
171
| – | – | ﹤0.01% | 552 |
|
|
2018
Q2 | $9K | Buy |
171
+30
| +21% | +$1.58K | ﹤0.01% | 543 |
|
|
2018
Q1 | $6K | Buy |
+141
| New | +$6K | ﹤0.01% | 574 |
|