Ladenburg Thalmann Financial Services’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $103K | Buy |
2,090
+701
| +50% | +$34.5K | ﹤0.01% | 2988 |
|
2019
Q3 | $63K | Hold |
1,389
| – | – | ﹤0.01% | 3268 |
|
2019
Q2 | $63K | Buy |
1,389
+46
| +3% | +$2.09K | ﹤0.01% | 3301 |
|
2019
Q1 | $62K | Buy |
1,343
+64
| +5% | +$2.96K | ﹤0.01% | 3255 |
|
2018
Q4 | $47K | Buy |
1,279
+63
| +5% | +$2.32K | ﹤0.01% | 3293 |
|
2018
Q3 | $55K | Buy |
1,216
+96
| +9% | +$4.34K | ﹤0.01% | 3252 |
|
2018
Q2 | $50K | Hold |
1,120
| – | – | ﹤0.01% | 3243 |
|
2018
Q1 | $50K | Hold |
1,120
| – | – | ﹤0.01% | 3243 |
|
2017
Q4 | $51K | Hold |
1,120
| – | – | ﹤0.01% | 3204 |
|
2017
Q3 | $44K | Buy |
1,120
+69
| +7% | +$2.71K | ﹤0.01% | 3171 |
|
2017
Q2 | $37K | Buy |
1,051
+72
| +7% | +$2.54K | ﹤0.01% | 3219 |
|
2017
Q1 | $34K | Buy |
979
+237
| +32% | +$8.23K | ﹤0.01% | 3204 |
|
2016
Q4 | $23K | Hold |
742
| – | – | ﹤0.01% | 3400 |
|
2016
Q3 | $19K | Buy |
742
+146
| +24% | +$3.74K | ﹤0.01% | 3435 |
|
2016
Q2 | $13K | Buy |
596
+136
| +30% | +$2.97K | ﹤0.01% | 3610 |
|
2016
Q1 | $11K | Buy |
460
+328
| +248% | +$7.84K | ﹤0.01% | 3639 |
|
2015
Q4 | $3K | Sell |
132
-67
| -34% | -$1.52K | ﹤0.01% | 4230 |
|
2015
Q3 | $4K | Buy |
+199
| New | +$4K | ﹤0.01% | 4032 |
|