Jones Financial Companies
HLI icon

Jones Financial Companies’s Houlihan Lokey HLI Stock Holding History

Jones Financial Companies’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.4M Buy
297,478
+291,281
+4,700% +$47.9M 0.02% 397
2025
Q4 		$1.08M Sell
6,197
-161
-3% -$29.6K ﹤0.01% 1193
2025
Q3 		$1.31M Buy
6,358
+410
+7% +$80.4K ﹤0.01% 1025
2025
Q2 		$1.08M Sell
5,948
-125
-2% -$21K ﹤0.01% 979
2025
Q1 		$961K Buy
6,073
+435
+8% +$74.7K ﹤0.01% 878
2024
Q4 		$979K Buy
5,638
+2,521
+81% +$444K ﹤0.01% 753
2024
Q3 		$491K Buy
3,117
+803
+35% +$120K ﹤0.01% 825
2024
Q2 		$312K Buy
2,314
+2,058
+804% +$269K ﹤0.01% 682
2024
Q1 		$32.8K Buy
256
+126
+97% +$15.6K ﹤0.01% 808
2023
Q4 		$15.6K Buy
130
+90
+225% +$9.76K ﹤0.01% 620
2023
Q3 		$4.29K Buy
+40
New +$4.12K ﹤0.01% 519
2023
Q1 		– Sell
-12
Closed -$1K – 655
2022
Q4 		$1K Buy
+12
New +$1.08K ﹤0.01% 670
2022
Q1 		– Sell
-158
Closed -$16K – 752
2021
Q4 		$16K Buy
158
+48
+44% +$5.13K ﹤0.01% 493
2021
Q3 		$10K Hold
110
– – ﹤0.01% 499
2021
Q2 		$9K Hold
110
– – ﹤0.01% 481
2021
Q1 		$7K Buy
110
+56
+104% +$3.78K ﹤0.01% 575
2020
Q4 		$4K Buy
+54
New +$3.5K ﹤0.01% 523

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