MML Investors Services’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 | $3.62M | Buy |
20,097
+1,124
| +6% | +$202K | 0.01% | 944 |
|
|
2025
Q1 | $3.06M | Sell |
18,973
-2,244
| -11% | -$362K | 0.01% | 968 |
|
|
2024
Q4 | $3.69M | Buy |
21,217
+1,372
| +7% | +$238K | 0.01% | 833 |
|
|
2024
Q3 | $3.14M | Buy |
19,845
+1,869
| +10% | +$295K | 0.01% | 885 |
|
|
2024
Q2 | $2.42M | Sell |
17,976
-1,054
| -6% | -$142K | 0.01% | 958 |
|
|
2024
Q1 | $2.44M | Sell |
19,030
-297
| -2% | -$38.1K | 0.01% | 962 |
|
|
2023
Q4 | $2.32M | Sell |
19,327
-1,926
| -9% | -$231K | 0.01% | 928 |
|
|
2023
Q3 | $2.28M | Buy |
21,253
+387
| +2% | +$41.5K | 0.01% | 850 |
|
|
2023
Q2 | $2.05M | Buy |
20,866
+3,723
| +22% | +$366K | 0.01% | 894 |
|
|
2023
Q1 | $1.5M | Sell |
17,143
-2,026
| -11% | -$177K | 0.01% | 896 |
|
|
2022
Q4 | $1.67M | Sell |
19,169
-116
| -0.6% | -$10.1K | 0.01% | 902 |
|
|
2022
Q3 | $1.45M | Buy |
19,285
+1,684
| +10% | +$127K | 0.01% | 879 |
|
|
2022
Q2 | $1.39M | Buy |
17,601
+1,094
| +7% | +$86.3K | 0.01% | 897 |
|
|
2022
Q1 | $1.45M | Buy |
16,507
+676
| +4% | +$59.3K | 0.01% | 932 |
|
|
2021
Q4 | $1.64M | Buy |
15,831
+288
| +2% | +$29.8K | 0.01% | 843 |
|
|
2021
Q3 | $1.43M | Buy |
15,543
+1,484
| +11% | +$137K | 0.01% | 865 |
|
|
2021
Q2 | $1.15M | Buy |
14,059
+1,330
| +10% | +$109K | 0.01% | 937 |
|
|
2021
Q1 | $847K | Buy |
12,729
+1,133
| +10% | +$75.4K | 0.01% | 989 |
|
|
2020
Q4 | $780K | Buy |
11,596
+210
| +2% | +$14.1K | 0.01% | 945 |
|
|
2020
Q3 | $672K | Buy |
11,386
+1,019
| +10% | +$60.1K | 0.01% | 922 |
|
|
2020
Q2 | $577K | Buy |
10,367
+1,433
| +16% | +$79.8K | 0.01% | 934 |
|
|
2020
Q1 | $466K | Buy |
8,934
+1,306
| +17% | +$68.1K | 0.01% | 909 |
|
|
2019
Q4 | $373K | Buy |
7,628
+2,016
| +36% | +$98.6K | 0.01% | 1125 |
|
|
2019
Q3 | $253K | Buy |
5,612
+438
| +8% | +$19.7K | ﹤0.01% | 1283 |
|
|
2019
Q2 | $230K | Buy |
+5,174
| New | +$230K | ﹤0.01% | 1443 |
|