Lindbrook Capital’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 | $140K | Buy |
865
+726
| +522% | +$117K | 0.01% | 543 |
|
|
2024
Q4 | $24.1K | Buy |
139
+1
| +0.7% | +$174 | ﹤0.01% | 1176 |
|
|
2024
Q3 | $21.8K | Buy |
138
+3
| +2% | +$474 | ﹤0.01% | 1252 |
|
|
2024
Q2 | $18.2K | Hold |
135
| – | – | ﹤0.01% | 1297 |
|
|
2024
Q1 | $17.3K | Buy |
135
+3
| +2% | +$385 | ﹤0.01% | 1285 |
|
|
2023
Q4 | $15.8K | Sell |
132
-9
| -6% | -$1.08K | ﹤0.01% | 1312 |
|
|
2023
Q3 | $15.1K | Buy |
141
+6
| +4% | +$643 | ﹤0.01% | 1201 |
|
|
2023
Q2 | $13.3K | Hold |
135
| – | – | ﹤0.01% | 1306 |
|
|
2023
Q1 | $11.8K | Hold |
135
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q4 | $11.8K | Buy |
135
+103
| +322% | +$8.98K | ﹤0.01% | 1357 |
|
|
2022
Q3 | $2K | Buy |
32
+9
| +39% | +$563 | ﹤0.01% | 2070 |
|
|
2022
Q2 | $2K | Buy |
23
+9
| +64% | +$783 | ﹤0.01% | 1970 |
|
|
2022
Q1 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 2252 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1929 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1952 |
|
|
2021
Q1 | $0 | Sell |
6
-12
| -67% | – | ﹤0.01% | 1895 |
|
|
2020
Q4 | $1K | Sell |
18
-95
| -84% | -$5.28K | ﹤0.01% | 1620 |
|
|
2020
Q3 | $7K | Buy |
113
+62
| +122% | +$3.84K | ﹤0.01% | 959 |
|
|
2020
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 1194 |
|
|
2019
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 1289 |
|
|
2019
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1224 |
|