O'Shaughnessy Asset Management’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
Q2 | $2.54M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $937K | Sell |
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|
2023
Q3 | $844K | Buy |
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|
2023
Q2 | $719K | Sell |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $996K | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $950K | Sell |
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|
2021
Q1 | $815K | Sell |
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|
2020
Q4 | $895K | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $16K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.59M | Sell |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.59M | Buy |
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|
2017
Q4 | $952K | Buy |
|
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|
2017
Q3 | $557K | Sell |
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|
2017
Q2 | $552K | Buy |
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|
2017
Q1 | $182K | Buy |
|