Moloney Securities 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 | $211K | Sell |
1,170
-235
| -17% | -$42.3K | 0.03% | 433 |
|
|
2025
Q1 | $227K | Sell |
1,405
-72
| -5% | -$11.6K | 0.03% | 410 |
|
|
2024
Q4 | $256K | Sell |
1,477
-10
| -0.7% | -$1.74K | 0.03% | 375 |
|
|
2024
Q3 | $235K | Sell |
1,487
-425
| -22% | -$67.2K | 0.03% | 410 |
|
|
2024
Q2 | $258K | Sell |
1,912
-75
| -4% | -$10.1K | 0.04% | 375 |
|
|
2024
Q1 | $255K | Sell |
1,987
-40
| -2% | -$5.13K | 0.04% | 367 |
|
|
2023
Q4 | $243K | Sell |
2,027
-30
| -1% | -$3.6K | 0.04% | 367 |
|
|
2023
Q3 | $220K | Buy |
+2,057
| New | +$220K | 0.04% | 365 |
|
|
2022
Q4 | – | Sell |
-2,946
| Closed | -$222K | – | 414 |
|
|
2022
Q3 | $222K | Sell |
2,946
-275
| -9% | -$20.7K | 0.05% | 314 |
|
|
2022
Q2 | $254K | Hold |
3,221
| – | – | 0.06% | 300 |
|
|
2022
Q1 | $283K | Buy |
3,221
+225
| +8% | +$19.8K | 0.05% | 314 |
|
|
2021
Q4 | $310K | Sell |
2,996
-271
| -8% | -$28K | 0.05% | 317 |
|
|
2021
Q3 | $301K | Buy |
+3,267
| New | +$301K | 0.05% | 318 |
|