Lazard Asset Management’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 | $1.69M | Buy |
9,387
+88
| +0.9% | +$15.8K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $1.5M | Buy |
9,299
+1,508
| +19% | +$243K | ﹤0.01% | 1062 |
|
|
2024
Q4 | $1.35M | Buy |
7,791
+2,400
| +45% | +$416K | ﹤0.01% | 1018 |
|
|
2024
Q3 | $851K | Buy |
5,391
+2,865
| +113% | +$452K | ﹤0.01% | 1152 |
|
|
2024
Q2 | $340K | Buy |
2,526
+1,535
| +155% | +$207K | ﹤0.01% | 1367 |
|
|
2024
Q1 | $127K | Buy |
+991
| New | +$127K | ﹤0.01% | 1457 |
|
|
2022
Q4 | – | Sell |
-25,192
| Closed | -$1.9M | – | 2467 |
|
|
2022
Q3 | $1.9M | Sell |
25,192
-3,853
| -13% | -$290K | ﹤0.01% | 899 |
|
|
2022
Q2 | $2.29M | Sell |
29,045
-41,524
| -59% | -$3.28M | ﹤0.01% | 875 |
|
|
2022
Q1 | $6.2M | Buy |
70,569
+70,020
| +12,754% | +$6.15M | 0.01% | 723 |
|
|
2021
Q4 | $56K | Buy |
549
+259
| +89% | +$26.4K | ﹤0.01% | 1689 |
|
|
2021
Q3 | $26K | Buy |
+290
| New | +$26K | ﹤0.01% | 1947 |
|
|
2021
Q2 | – | Sell |
-391
| Closed | -$26K | – | 2004 |
|
|
2021
Q1 | $26K | Hold |
391
| – | – | ﹤0.01% | 1692 |
|
|
2020
Q4 | $26K | Buy |
+391
| New | +$26K | ﹤0.01% | 1633 |
|
|
2020
Q3 | – | Sell |
-800
| Closed | -$44K | – | 1660 |
|
|
2020
Q2 | $44K | Buy |
+800
| New | +$44K | ﹤0.01% | 1259 |
|
|
2019
Q4 | – | Sell |
-295
| Closed | -$13K | – | 1583 |
|
|
2019
Q3 | $13K | Buy |
+295
| New | +$13K | ﹤0.01% | 1225 |
|