NewEdge 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 | $5.28M | Buy |
29,343
+487
| +2% | +$87.6K | 0.03% | 552 |
|
|
2025
Q1 | $4.66M | Buy |
28,856
+2,544
| +10% | +$411K | 0.03% | 529 |
|
|
2024
Q4 | $4.57M | Buy |
26,312
+1,480
| +6% | +$257K | 0.03% | 532 |
|
|
2024
Q3 | $3.92M | Buy |
24,832
+1,276
| +5% | +$202K | 0.03% | 557 |
|
|
2024
Q2 | $3.18M | Buy |
23,556
+3,824
| +19% | +$516K | 0.02% | 585 |
|
|
2024
Q1 | $2.53M | Buy |
19,732
+782
| +4% | +$100K | 0.02% | 608 |
|
|
2023
Q4 | $2.29M | Buy |
18,950
+7,763
| +69% | +$939K | 0.02% | 619 |
|
|
2023
Q3 | $1.2M | Sell |
11,187
-2,302
| -17% | -$247K | 0.01% | 781 |
|
|
2023
Q2 | $1.33M | Sell |
13,489
-1,236
| -8% | -$122K | 0.02% | 742 |
|
|
2023
Q1 | $1.29M | Buy |
14,725
+795
| +6% | +$69.6K | 0.02% | 692 |
|
|
2022
Q4 | $335K | Buy |
13,930
+1,892
| +16% | +$45.5K | 0.01% | 950 |
|
|
2022
Q3 | $908K | Sell |
12,038
-28,382
| -70% | -$2.14M | 0.01% | 676 |
|
|
2022
Q2 | $3.19M | Sell |
40,420
-262,507
| -87% | -$20.7M | 0.05% | 330 |
|
|
2022
Q1 | $26.6M | Buy |
302,927
+35,023
| +13% | +$3.08M | 0.43% | 55 |
|
|
2021
Q4 | $27.7M | Buy |
267,904
+21,487
| +9% | +$2.22M | 0.42% | 51 |
|
|
2021
Q3 | $22.7M | Buy |
+246,417
| New | +$22.7M | 0.56% | 44 |
|
|
2020
Q4 | – | Sell |
-10,781
| Closed | -$637K | – | 1034 |
|
|
2020
Q3 | $637K | Buy |
10,781
+557
| +5% | +$32.9K | 0.02% | 497 |
|
|
2020
Q2 | $569K | Buy |
+10,224
| New | +$569K | 0.02% | 499 |
|