Northwestern Mutual Wealth 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 | $159K | Buy |
886
+19
| +2% | +$3.42K | ﹤0.01% | 1834 |
|
|
2025
Q1 | $140K | Sell |
867
-246
| -22% | -$39.7K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $193K | Buy |
1,113
+296
| +36% | +$51.4K | ﹤0.01% | 1669 |
|
|
2024
Q3 | $129K | Sell |
817
-62
| -7% | -$9.8K | ﹤0.01% | 1794 |
|
|
2024
Q2 | $119K | Buy |
879
+56
| +7% | +$7.55K | ﹤0.01% | 1768 |
|
|
2024
Q1 | $106K | Buy |
823
+74
| +10% | +$9.49K | ﹤0.01% | 1788 |
|
|
2023
Q4 | $89.8K | Buy |
+749
| New | +$89.8K | ﹤0.01% | 1825 |
|
|
2023
Q3 | – | Sell |
-56
| Closed | -$5.51K | – | 3398 |
|
|
2023
Q2 | $5.51K | Sell |
56
-133
| -70% | -$13.1K | ﹤0.01% | 2748 |
|
|
2023
Q1 | $16.5K | Buy |
189
+19
| +11% | +$1.66K | ﹤0.01% | 2331 |
|
|
2022
Q4 | $14.8K | Buy |
+170
| New | +$14.8K | ﹤0.01% | 2357 |
|
|
2021
Q4 | – | Sell |
-249
| Closed | -$23K | – | 3220 |
|
|
2021
Q3 | $23K | Buy |
249
+142
| +133% | +$13.1K | ﹤0.01% | 2171 |
|
|
2021
Q2 | $9K | Buy |
+107
| New | +$9K | ﹤0.01% | 2470 |
|
|
2021
Q1 | – | Sell |
-137
| Closed | -$9K | – | 2863 |
|
|
2020
Q4 | $9K | Hold |
137
| – | – | ﹤0.01% | 2221 |
|
|
2020
Q3 | $8K | Buy |
+137
| New | +$8K | ﹤0.01% | 2046 |
|
|
2020
Q2 | – | Sell |
-1,564
| Closed | -$82K | – | 2519 |
|
|
2020
Q1 | $82K | Buy |
+1,564
| New | +$82K | ﹤0.01% | 1183 |
|
|
2019
Q4 | – | Sell |
-29
| Closed | -$1K | – | 2483 |
|
|
2019
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2352 |
|
|
2019
Q1 | – | Sell |
-107
| Closed | -$4K | – | 2601 |
|
|
2018
Q4 | $4K | Sell |
107
-174
| -62% | -$6.51K | ﹤0.01% | 2074 |
|
|
2018
Q3 | $13K | Buy |
281
+57
| +25% | +$2.64K | ﹤0.01% | 1834 |
|
|
2018
Q2 | $11K | Buy |
+224
| New | +$11K | ﹤0.01% | 1808 |
|