Kapitalo Investimentos’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-604
| Closed | -$105K | – | 193 |
|
|
2024
Q4 | $105K | Buy |
+604
| New | +$105K | 0.07% | 154 |
|
|
2024
Q2 | – | Sell |
-2,472
| Closed | -$317K | – | 228 |
|
|
2024
Q1 | $317K | Buy |
2,472
+2,402
| +3,431% | +$308K | 0.07% | 158 |
|
|
2023
Q4 | $8.39K | Sell |
70
-1,095
| -94% | -$131K | ﹤0.01% | 506 |
|
|
2023
Q3 | $125K | Buy |
1,165
+829
| +247% | +$88.8K | 0.02% | 364 |
|
|
2023
Q2 | $33K | Buy |
+336
| New | +$33K | 0.01% | 424 |
|