NBC Securities’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 | $87K | Sell |
484
-3,280
| -87% | -$590K | 0.01% | 1109 |
|
|
2025
Q1 | $607K | Buy |
3,764
+3,761
| +125,367% | +$607K | 0.05% | 377 |
|
|
2024
Q4 | $691 | Sell |
3
-5,096
| -100% | -$1.17M | 0.06% | 335 |
|
|
2024
Q3 | $805K | Sell |
5,099
-673
| -12% | -$106K | 0.07% | 304 |
|
|
2024
Q2 | $778K | Sell |
5,772
-132
| -2% | -$17.8K | 0.07% | 294 |
|
|
2024
Q1 | $756K | Sell |
5,904
-4,195
| -42% | -$537K | 0.07% | 310 |
|
|
2023
Q4 | $1.21M | Sell |
10,099
-254
| -2% | -$30.4K | 0.12% | 170 |
|
|
2023
Q3 | $1.11M | Buy |
+10,353
| New | +$1.11M | 0.12% | 163 |
|