Orion Portfolio Solutions’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.71M | Buy |
10,590
+2,865
| +37% | +$463K | 0.02% | 793 |
|
|
2024
Q4 | $1.34M | Sell |
7,725
-196
| -2% | -$34K | 0.01% | 896 |
|
|
2024
Q3 | $1.25M | Buy |
7,921
+4,725
| +148% | +$747K | 0.01% | 929 |
|
|
2024
Q2 | $431K | Sell |
3,196
-137
| -4% | -$18.5K | ﹤0.01% | 1325 |
|
|
2024
Q1 | $427K | Sell |
3,333
-821
| -20% | -$105K | ﹤0.01% | 1335 |
|
|
2023
Q4 | $485K | Sell |
4,154
-89
| -2% | -$10.4K | 0.01% | 1224 |
|
|
2023
Q3 | $455K | Buy |
4,243
+1,945
| +85% | +$208K | 0.01% | 1235 |
|
|
2023
Q2 | $226K | Sell |
2,298
-90
| -4% | -$8.85K | ﹤0.01% | 1516 |
|
|
2023
Q1 | $209K | Buy |
+2,388
| New | +$209K | ﹤0.01% | 1496 |
|