Osaic Holdings’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 | $1.47M | Sell |
8,468
-494
| -6% | -$85.8K | ﹤0.01% | 1916 |
|
2025
Q1 | $1.45M | Sell |
8,962
-336
| -4% | -$54.3K | ﹤0.01% | 1923 |
|
2024
Q4 | $1.61M | Buy |
9,298
+2,486
| +36% | +$432K | ﹤0.01% | 1826 |
|
2024
Q3 | $1.08M | Buy |
6,812
+2,962
| +77% | +$468K | ﹤0.01% | 2184 |
|
2024
Q2 | $519K | Buy |
3,850
+1,714
| +80% | +$231K | ﹤0.01% | 2736 |
|
2024
Q1 | $274K | Sell |
2,136
-26,349
| -93% | -$3.38M | ﹤0.01% | 3412 |
|
2023
Q4 | $3.42M | Sell |
28,485
-11,796
| -29% | -$1.42M | 0.01% | 1464 |
|
2023
Q3 | $4.32M | Buy |
40,281
+10,557
| +36% | +$1.13M | 0.01% | 1412 |
|
2023
Q2 | $2.92M | Buy |
29,724
+246
| +0.8% | +$24.2K | 0.01% | 1556 |
|
2023
Q1 | $2.58M | Buy |
29,478
+492
| +2% | +$43K | ﹤0.01% | 1630 |
|
2022
Q4 | $2.53M | Sell |
28,986
-641
| -2% | -$55.9K | 0.01% | 1576 |
|
2022
Q3 | $2.23M | Sell |
29,627
-2,614
| -8% | -$197K | 0.01% | 1560 |
|
2022
Q2 | $2.54M | Buy |
32,241
+780
| +2% | +$61.5K | 0.01% | 1491 |
|
2022
Q1 | $2.72M | Buy |
31,461
+280
| +0.9% | +$24.2K | 0.01% | 1673 |
|
2021
Q4 | $3.23M | Buy |
31,181
+546
| +2% | +$56.5K | 0.01% | 1405 |
|
2021
Q3 | $2.82M | Buy |
30,635
+3,664
| +14% | +$338K | 0.01% | 1441 |
|
2021
Q2 | $2.21M | Buy |
26,971
+3,186
| +13% | +$261K | ﹤0.01% | 1619 |
|
2021
Q1 | $1.58M | Buy |
23,785
+232
| +1% | +$15.5K | ﹤0.01% | 1823 |
|
2020
Q4 | $1.58M | Buy |
23,553
+2,589
| +12% | +$174K | ﹤0.01% | 1638 |
|
2020
Q3 | $1.24M | Buy |
20,964
+3,134
| +18% | +$185K | ﹤0.01% | 1663 |
|
2020
Q2 | $992K | Buy |
17,830
+2,894
| +19% | +$161K | ﹤0.01% | 1755 |
|
2020
Q1 | $781K | Buy |
+14,936
| New | +$781K | ﹤0.01% | 1716 |
|