LPL Financial’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 | $17.6M | Buy |
97,874
+2,836
| +3% | +$510K | 0.01% | 1346 |
|
|
2025
Q1 | $15.3M | Buy |
95,038
+10,879
| +13% | +$1.76M | 0.01% | 1324 |
|
|
2024
Q4 | $14.6M | Buy |
84,159
+28,398
| +51% | +$4.93M | 0.01% | 1267 |
|
|
2024
Q3 | $8.81M | Buy |
55,761
+10,775
| +24% | +$1.7M | ﹤0.01% | 1545 |
|
|
2024
Q2 | $6.07M | Buy |
44,986
+2,332
| +5% | +$314K | ﹤0.01% | 1709 |
|
|
2024
Q1 | $5.47M | Buy |
42,654
+6,153
| +17% | +$789K | ﹤0.01% | 1703 |
|
|
2023
Q4 | $4.38M | Buy |
36,501
+1,665
| +5% | +$200K | ﹤0.01% | 1767 |
|
|
2023
Q3 | $3.73M | Buy |
34,836
+3,917
| +13% | +$420K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $3.04M | Buy |
30,919
+984
| +3% | +$96.7K | ﹤0.01% | 1903 |
|
|
2023
Q1 | $2.62M | Buy |
29,935
+2,484
| +9% | +$217K | ﹤0.01% | 1927 |
|
|
2022
Q4 | $2.39M | Sell |
27,451
-370
| -1% | -$32.3K | ﹤0.01% | 1934 |
|
|
2022
Q3 | $2.1M | Buy |
27,821
+714
| +3% | +$53.8K | ﹤0.01% | 1941 |
|
|
2022
Q2 | $2.14M | Sell |
27,107
-14,215
| -34% | -$1.12M | ﹤0.01% | 1970 |
|
|
2022
Q1 | $3.63M | Buy |
41,322
+16,119
| +64% | +$1.42M | ﹤0.01% | 1634 |
|
|
2021
Q4 | $2.61M | Buy |
25,203
+5,005
| +25% | +$518K | ﹤0.01% | 1889 |
|
|
2021
Q3 | $1.86M | Buy |
20,198
+3,619
| +22% | +$333K | ﹤0.01% | 2098 |
|
|
2021
Q2 | $1.36M | Buy |
16,579
+2,115
| +15% | +$173K | ﹤0.01% | 2309 |
|
|
2021
Q1 | $962K | Buy |
14,464
+3,896
| +37% | +$259K | ﹤0.01% | 2421 |
|
|
2020
Q4 | $711K | Buy |
10,568
+1,084
| +11% | +$72.9K | ﹤0.01% | 2448 |
|
|
2020
Q3 | $560K | Buy |
9,484
+386
| +4% | +$22.8K | ﹤0.01% | 2358 |
|
|
2020
Q2 | $506K | Buy |
9,098
+1,241
| +16% | +$69K | ﹤0.01% | 2358 |
|
|
2020
Q1 | $410K | Sell |
7,857
-1,321
| -14% | -$68.9K | ﹤0.01% | 2222 |
|
|
2019
Q4 | $449K | Buy |
+9,178
| New | +$449K | ﹤0.01% | 2464 |
|