Isthmus Partners’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 | $914K | Hold |
5,080
| – | – | 0.11% | 119 |
|
|
2025
Q1 | $820K | Hold |
5,080
| – | – | 0.1% | 119 |
|
|
2024
Q4 | $882K | Hold |
5,080
| – | – | 0.11% | 115 |
|
|
2024
Q3 | $803K | Hold |
5,080
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $685K | Hold |
5,080
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $651K | Sell |
5,080
-6
| -0.1% | -$769 | 0.07% | 132 |
|
|
2023
Q4 | $610K | Hold |
5,086
| – | – | 0.08% | 129 |
|
|
2023
Q3 | $545K | Buy |
5,086
+6
| +0.1% | +$643 | 0.08% | 129 |
|
|
2023
Q2 | $499K | Hold |
5,080
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $444K | Hold |
5,080
| – | – | 0.06% | 136 |
|
|
2022
Q4 | $443K | Hold |
5,080
| – | – | 0.07% | 135 |
|
|
2022
Q3 | $383K | Buy |
+5,080
| New | +$383K | 0.07% | 130 |
|