Park Avenue Securities’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 | $1.63M | Sell |
9,042
-141
| -2% | -$25.4K | 0.02% | 591 |
|
2025
Q1 | $1.48M | Sell |
9,183
-113
| -1% | -$18.2K | 0.02% | 478 |
|
2024
Q4 | $1.61M | Buy |
9,296
+1,599
| +21% | +$278K | 0.02% | 553 |
|
2024
Q3 | $1.22M | Sell |
7,697
-835
| -10% | -$132K | 0.01% | 599 |
|
2024
Q2 | $1.15M | Buy |
8,532
+120
| +1% | +$16.2K | 0.01% | 609 |
|
2024
Q1 | $1.08M | Sell |
8,412
-1,267
| -13% | -$162K | 0.01% | 629 |
|
2023
Q4 | $1.16M | Sell |
9,679
-417
| -4% | -$50K | 0.02% | 547 |
|
2023
Q3 | $1.08M | Sell |
10,096
-1,679
| -14% | -$180K | 0.02% | 529 |
|
2023
Q2 | $1.16M | Buy |
11,775
+983
| +9% | +$96.7K | 0.02% | 448 |
|
2023
Q1 | $944K | Buy |
10,792
+796
| +8% | +$69.6K | 0.02% | 478 |
|
2022
Q4 | $871K | Buy |
9,996
+141
| +1% | +$12.3K | 0.02% | 585 |
|
2022
Q3 | $743K | Sell |
9,855
-1,314
| -12% | -$99.1K | 0.01% | 576 |
|
2022
Q2 | $882K | Buy |
11,169
+890
| +9% | +$70.3K | 0.02% | 518 |
|
2022
Q1 | $902K | Buy |
10,279
+1,041
| +11% | +$91.4K | 0.02% | 528 |
|
2021
Q4 | $956K | Buy |
9,238
+3,217
| +53% | +$333K | 0.02% | 493 |
|
2021
Q3 | $555K | Buy |
6,021
+199
| +3% | +$18.3K | 0.01% | 597 |
|
2021
Q2 | $476K | Buy |
5,822
+1,365
| +31% | +$112K | 0.01% | 655 |
|
2021
Q1 | $296K | Buy |
4,457
+1,340
| +43% | +$89K | 0.01% | 779 |
|
2020
Q4 | $210K | Sell |
3,117
-481
| -13% | -$32.4K | 0.01% | 802 |
|
2020
Q3 | $212K | Buy |
+3,598
| New | +$212K | 0.01% | 692 |
|