Okabena Investment Services’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 | $249K | Hold |
1,382
| – | – | 0.06% | 125 |
|
|
2025
Q1 | $223K | Hold |
1,382
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $240K | Hold |
1,382
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $218K | Buy |
+1,382
| New | +$218K | 0.06% | 104 |
|
|
2023
Q4 | – | Sell |
-62
| Closed | -$6.64K | – | 121 |
|
|
2023
Q3 | $6.64K | Hold |
62
| – | – | 0.01% | 92 |
|
|
2023
Q2 | $6.1K | Sell |
62
-5,937
| -99% | -$584K | ﹤0.01% | 143 |
|
|
2023
Q1 | $858K | Buy |
5,999
+5,814
| +3,143% | +$831K | 0.6% | 42 |
|
|
2022
Q4 | $16.1K | Sell |
185
-1,197
| -87% | -$104K | 0.01% | 118 |
|
|
2022
Q3 | $104K | Hold |
1,382
| – | – | 0.05% | 118 |
|
|
2022
Q2 | $109K | Buy |
1,382
+123
| +10% | +$9.7K | 0.06% | 104 |
|
|
2022
Q1 | $111K | Hold |
1,259
| – | – | 0.05% | 109 |
|
|
2021
Q4 | $130K | Buy |
+1,259
| New | +$130K | 0.05% | 114 |
|