NewEdge Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.07M | Buy |
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|
2025
Q2 | $5.28M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $4.57M | Buy |
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|
2024
Q3 | $3.92M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $908K | Sell |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $26.6M | Buy |
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|
2021
Q4 | $27.7M | Buy |
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|
2021
Q3 | $22.7M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $637K | Buy |
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|
2020
Q2 | $569K | Buy |
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