Jones Financial Companies’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 | $1.08M | Sell |
5,948
-125
| -2% | -$22.8K | ﹤0.01% | 979 |
|
|
2025
Q1 | $961K | Buy |
6,073
+435
| +8% | +$68.9K | ﹤0.01% | 878 |
|
|
2024
Q4 | $979K | Buy |
5,638
+2,521
| +81% | +$438K | ﹤0.01% | 753 |
|
|
2024
Q3 | $491K | Buy |
3,117
+803
| +35% | +$127K | ﹤0.01% | 825 |
|
|
2024
Q2 | $312K | Buy |
2,314
+2,058
| +804% | +$278K | ﹤0.01% | 682 |
|
|
2024
Q1 | $32.8K | Buy |
256
+126
| +97% | +$16.2K | ﹤0.01% | 808 |
|
|
2023
Q4 | $15.6K | Buy |
130
+90
| +225% | +$10.8K | ﹤0.01% | 620 |
|
|
2023
Q3 | $4.29K | Buy |
+40
| New | +$4.29K | ﹤0.01% | 519 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1K | – | 655 |
|
|
2022
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 670 |
|
|
2022
Q1 | – | Sell |
-158
| Closed | -$16K | – | 752 |
|
|
2021
Q4 | $16K | Buy |
158
+48
| +44% | +$4.86K | ﹤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% | +$3.56K | ﹤0.01% | 575 |
|
|
2020
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 523 |
|