Parallel Advisors’s Houlihan Lokey HLI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$143K Sell
793
-26
-3% -$4.68K ﹤0.01% 1175
2025
Q1
$132K Buy
819
+102
+14% +$16.5K ﹤0.01% 1143
2024
Q4
$125K Buy
717
+46
+7% +$7.99K ﹤0.01% 1151
2024
Q3
$106K Buy
671
+121
+22% +$19.1K ﹤0.01% 1216
2024
Q2
$74.2K Buy
550
+10
+2% +$1.35K ﹤0.01% 1319
2024
Q1
$69.2K Buy
540
+4
+0.7% +$513 ﹤0.01% 1340
2023
Q4
$64.3K Buy
536
+5
+0.9% +$600 ﹤0.01% 1319
2023
Q3
$56.9K Sell
531
-43
-7% -$4.61K ﹤0.01% 1327
2023
Q2
$56.4K Buy
574
+8
+1% +$786 ﹤0.01% 1344
2023
Q1
$49.5K Sell
566
-1
-0.2% -$87 ﹤0.01% 1371
2022
Q4
$49.4K Buy
567
+56
+11% +$4.88K ﹤0.01% 1281
2022
Q3
$39K Buy
511
+9
+2% +$687 ﹤0.01% 1359
2022
Q2
$40K Sell
502
-131
-21% -$10.4K ﹤0.01% 1353
2022
Q1
$57K Sell
633
-113
-15% -$10.2K ﹤0.01% 1220
2021
Q4
$77K Buy
746
+54
+8% +$5.57K ﹤0.01% 1107
2021
Q3
$64K Buy
692
+190
+38% +$17.6K ﹤0.01% 1161
2021
Q2
$41K Buy
502
+43
+9% +$3.51K ﹤0.01% 1320
2021
Q1
$31K Sell
459
-19
-4% -$1.28K ﹤0.01% 1376
2020
Q4
$32K Buy
478
+166
+53% +$11.1K ﹤0.01% 1271
2020
Q3
$18K Buy
312
+140
+81% +$8.08K ﹤0.01% 1474
2020
Q2
$9K Buy
172
+112
+187% +$5.86K ﹤0.01% 1750
2020
Q1
$3K Buy
+60
New +$3K ﹤0.01% 2022
2017
Q3
Sell
-5
Closed 2146
2017
Q2
$0 Buy
+5
New ﹤0.01% 2146