Los Angeles Capital 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 | $600K | Sell |
3,332
-853
| -20% | -$153K | ﹤0.01% | 804 |
|
|
2025
Q1 | $676K | Hold |
4,185
| – | – | ﹤0.01% | 676 |
|
|
2024
Q4 | $727K | Buy |
+4,185
| New | +$727K | ﹤0.01% | 716 |
|
|
2023
Q2 | – | Sell |
-7,284
| Closed | -$637K | – | 1220 |
|
|
2023
Q1 | $637K | Sell |
7,284
-7,971
| -52% | -$697K | ﹤0.01% | 787 |
|
|
2022
Q4 | $1.33M | Sell |
15,255
-1,406
| -8% | -$123K | 0.01% | 625 |
|
|
2022
Q3 | $1.26M | Sell |
16,661
-9,258
| -36% | -$698K | 0.01% | 621 |
|
|
2022
Q2 | $2.05M | Sell |
25,919
-16,224
| -38% | -$1.28M | 0.01% | 531 |
|
|
2022
Q1 | $3.7M | Buy |
42,143
+874
| +2% | +$76.7K | 0.01% | 409 |
|
|
2021
Q4 | $4.27M | Buy |
41,269
+38,229
| +1,258% | +$3.96M | 0.02% | 371 |
|
|
2021
Q3 | $280K | Hold |
3,040
| – | – | ﹤0.01% | 1331 |
|
|
2021
Q2 | $249K | Buy |
+3,040
| New | +$249K | ﹤0.01% | 1438 |
|
|
2020
Q3 | – | Sell |
-20,423
| Closed | -$1.14M | – | 1467 |
|
|
2020
Q2 | $1.14M | Sell |
20,423
-7,762
| -28% | -$432K | 0.01% | 798 |
|
|
2020
Q1 | $1.47M | Buy |
28,185
+602
| +2% | +$31.4K | 0.01% | 617 |
|
|
2019
Q4 | $1.35M | Buy |
27,583
+3,045
| +12% | +$149K | 0.01% | 749 |
|
|
2019
Q3 | $1.11M | Buy |
24,538
+1,120
| +5% | +$50.5K | 0.01% | 781 |
|
|
2019
Q2 | $1.04M | Hold |
23,418
| – | – | 0.01% | 839 |
|
|
2019
Q1 | $1.07M | Hold |
23,418
| – | – | 0.01% | 834 |
|
|
2018
Q4 | $862K | Sell |
23,418
-125
| -0.5% | -$4.6K | 0.01% | 786 |
|
|
2018
Q3 | $1.06M | Sell |
23,543
-1,190
| -5% | -$53.5K | 0.01% | 850 |
|
|
2018
Q2 | $1.27M | Hold |
24,733
| – | – | 0.01% | 828 |
|
|
2018
Q1 | $1.1M | Hold |
24,733
| – | – | 0.01% | 804 |
|
|
2017
Q4 | $1.12M | Sell |
24,733
-8,227
| -25% | -$374K | 0.01% | 830 |
|
|
2017
Q3 | $1.29M | Buy |
+32,960
| New | +$1.29M | 0.01% | 738 |
|