Natixis Advisors’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 | $63M | Sell |
350,267
-52,496
| -13% | -$9.45M | 0.1% | 211 |
|
2025
Q1 | $65M | Buy |
402,763
+11,709
| +3% | +$1.89M | 0.12% | 186 |
|
2024
Q4 | $67.9M | Sell |
391,054
-8,334
| -2% | -$1.45M | 0.13% | 167 |
|
2024
Q3 | $63.1M | Buy |
399,388
+9,768
| +3% | +$1.54M | 0.12% | 171 |
|
2024
Q2 | $52.5M | Sell |
389,620
-76,235
| -16% | -$10.3M | 0.11% | 185 |
|
2024
Q1 | $59.7M | Sell |
465,855
-79,380
| -15% | -$10.2M | 0.14% | 166 |
|
2023
Q4 | $65.4M | Sell |
545,235
-2,925
| -0.5% | -$351K | 0.17% | 136 |
|
2023
Q3 | $58.7M | Buy |
548,160
+41,288
| +8% | +$4.42M | 0.18% | 127 |
|
2023
Q2 | $49.8M | Buy |
506,872
+36,859
| +8% | +$3.62M | 0.15% | 149 |
|
2023
Q1 | $41.1M | Buy |
470,013
+82,236
| +21% | +$7.19M | 0.14% | 171 |
|
2022
Q4 | $33.8M | Buy |
387,777
+104,589
| +37% | +$9.12M | 0.13% | 193 |
|
2022
Q3 | $21.3M | Buy |
283,188
+4,875
| +2% | +$367K | 0.09% | 257 |
|
2022
Q2 | $22M | Buy |
278,313
+16,552
| +6% | +$1.31M | 0.1% | 248 |
|
2022
Q1 | $23M | Buy |
261,761
+17,675
| +7% | +$1.55M | 0.09% | 252 |
|
2021
Q4 | $25.3M | Sell |
244,086
-59,490
| -20% | -$6.16M | 0.1% | 234 |
|
2021
Q3 | $28M | Buy |
303,576
+21,108
| +7% | +$1.94M | 0.12% | 189 |
|
2021
Q2 | $23.1M | Buy |
282,468
+15,417
| +6% | +$1.26M | 0.11% | 216 |
|
2021
Q1 | $17.8M | Sell |
267,051
-180
| -0.1% | -$12K | 0.09% | 250 |
|
2020
Q4 | $18M | Sell |
267,231
-59,273
| -18% | -$3.98M | 0.1% | 227 |
|
2020
Q3 | $19.3M | Sell |
326,504
-1,234
| -0.4% | -$72.9K | 0.12% | 199 |
|
2020
Q2 | $18.2M | Buy |
327,738
+7,397
| +2% | +$412K | 0.12% | 202 |
|
2020
Q1 | $16.7M | Buy |
320,341
+48,691
| +18% | +$2.54M | 0.14% | 173 |
|
2019
Q4 | $13.3M | Buy |
271,650
+25,126
| +10% | +$1.23M | 0.09% | 252 |
|
2019
Q3 | $11.1M | Buy |
246,524
+30,733
| +14% | +$1.39M | 0.09% | 256 |
|
2019
Q2 | $9.61M | Buy |
215,791
+6,319
| +3% | +$281K | 0.08% | 278 |
|
2019
Q1 | $9.6M | Buy |
209,472
+46,111
| +28% | +$2.11M | 0.08% | 270 |
|
2018
Q4 | $6.01M | Buy |
163,361
+24,682
| +18% | +$908K | 0.06% | 350 |
|
2018
Q3 | $6.23M | Buy |
138,679
+1,537
| +1% | +$69K | 0.05% | 387 |
|
2018
Q2 | $7.02M | Buy |
137,142
+31,020
| +29% | +$1.59M | 0.07% | 352 |
|
2018
Q1 | $4.73M | Buy |
+106,122
| New | +$4.73M | 0.05% | 459 |
|