Integrated Investment Consultants’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 | $776K | Sell |
4,314
-4,734
| -52% | -$852K | 0.15% | 101 |
|
|
2025
Q1 | $1.46M | Buy |
9,048
+2,836
| +46% | +$458K | 0.29% | 63 |
|
|
2024
Q4 | $1.08M | Sell |
6,212
-9,962
| -62% | -$1.73M | 0.22% | 83 |
|
|
2024
Q3 | $989K | Buy |
16,174
+9,490
| +142% | +$581K | 0.22% | 69 |
|
|
2024
Q2 | $857K | Hold |
6,684
| – | – | 0.24% | 67 |
|
|
2024
Q1 | $857K | Sell |
6,684
-1,075
| -14% | -$138K | 0.24% | 67 |
|
|
2023
Q4 | $930K | Sell |
7,759
-81
| -1% | -$9.71K | 0.29% | 52 |
|
|
2023
Q3 | $840K | Buy |
7,840
+171
| +2% | +$18.3K | 0.31% | 52 |
|
|
2023
Q2 | $754K | Buy |
7,669
+21
| +0.3% | +$2.07K | 0.24% | 68 |
|
|
2023
Q1 | $669K | Sell |
7,648
-160
| -2% | -$14K | 0.21% | 71 |
|
|
2022
Q4 | $681K | Buy |
7,808
+105
| +1% | +$9.15K | 0.23% | 67 |
|
|
2022
Q3 | $581K | Hold |
7,703
| – | – | 0.23% | 67 |
|
|
2022
Q2 | $608K | Sell |
7,703
-98
| -1% | -$7.74K | 0.22% | 70 |
|
|
2022
Q1 | $685K | Buy |
7,801
+186
| +2% | +$16.3K | 0.19% | 86 |
|
|
2021
Q4 | $788K | Sell |
7,615
-7
| -0.1% | -$724 | 0.21% | 83 |
|
|
2021
Q3 | $702K | Buy |
7,622
+83
| +1% | +$7.64K | 0.21% | 87 |
|
|
2021
Q2 | $617K | Buy |
7,539
+5
| +0.1% | +$409 | 0.18% | 100 |
|
|
2021
Q1 | $501K | Buy |
7,534
+415
| +6% | +$27.6K | 0.17% | 107 |
|
|
2020
Q4 | $479K | Buy |
7,119
+27
| +0.4% | +$1.82K | 0.18% | 96 |
|
|
2020
Q3 | $419K | Buy |
7,092
+2,744
| +63% | +$162K | 0.2% | 96 |
|
|
2020
Q2 | $242K | Hold |
4,348
| – | – | 0.11% | 130 |
|
|
2020
Q1 | $227K | Buy |
+4,348
| New | +$227K | 0.13% | 121 |
|