Janney Montgomery Scott’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 | $733K | Sell |
4,072
-86,609
| -96% | -$15.6M | ﹤0.01% | 1782 |
|
|
2025
Q1 | $14.6M | Sell |
90,681
-4,617
| -5% | -$746K | 0.04% | 415 |
|
|
2024
Q4 | $16.6M | Buy |
95,298
+90,343
| +1,823% | +$15.7M | 0.05% | 392 |
|
|
2024
Q3 | $783K | Buy |
4,955
+2,606
| +111% | +$412K | ﹤0.01% | 1670 |
|
|
2024
Q2 | $317K | Sell |
2,349
-41
| -2% | -$5.53K | ﹤0.01% | 2180 |
|
|
2024
Q1 | $306K | Buy |
+2,390
| New | +$306K | ﹤0.01% | 2331 |
|
|
2023
Q3 | – | Sell |
-2,241
| Closed | -$220K | – | 2661 |
|
|
2023
Q2 | $220K | Sell |
2,241
-220
| -9% | -$21.6K | ﹤0.01% | 2411 |
|
|
2023
Q1 | $215K | Buy |
2,461
+103
| +4% | +$9K | ﹤0.01% | 2248 |
|
|
2022
Q4 | $206K | Sell |
2,358
-2,423
| -51% | -$212K | ﹤0.01% | 2357 |
|
|
2022
Q3 | $360K | Buy |
4,781
+139
| +3% | +$10.5K | ﹤0.01% | 1892 |
|
|
2022
Q2 | $366K | Sell |
4,642
-1,058
| -19% | -$83.4K | ﹤0.01% | 1794 |
|
|
2022
Q1 | $500K | Buy |
5,700
+3,354
| +143% | +$294K | ﹤0.01% | 1610 |
|
|
2021
Q4 | $243K | Buy |
+2,346
| New | +$243K | ﹤0.01% | 2129 |
|
|
2019
Q3 | – | Sell |
-7,744
| Closed | -$345K | – | 2087 |
|
|
2019
Q2 | $345K | Buy |
7,744
+361
| +5% | +$16.1K | ﹤0.01% | 1625 |
|
|
2019
Q1 | $339K | Buy |
7,383
+19
| +0.3% | +$872 | ﹤0.01% | 1593 |
|
|
2018
Q4 | $271K | Buy |
7,364
+270
| +4% | +$9.94K | ﹤0.01% | 1624 |
|
|
2018
Q3 | $319K | Buy |
+7,094
| New | +$319K | ﹤0.01% | 1680 |
|