Pathstone 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 | $3.72M | Sell |
20,669
-1,405
| -6% | -$253K | 0.01% | 666 |
|
|
2025
Q1 | $3.56M | Buy |
22,074
+1,019
| +5% | +$165K | 0.02% | 689 |
|
|
2024
Q4 | $3.66M | Sell |
21,055
-732
| -3% | -$127K | 0.02% | 666 |
|
|
2024
Q3 | $3.44M | Buy |
21,787
+115
| +0.5% | +$18.2K | 0.02% | 696 |
|
|
2024
Q2 | $2.92M | Buy |
21,672
+1,766
| +9% | +$238K | 0.01% | 747 |
|
|
2024
Q1 | $2.55M | Buy |
19,906
+16,140
| +429% | +$2.07M | 0.01% | 798 |
|
|
2023
Q4 | $452K | Buy |
+3,766
| New | +$452K | ﹤0.01% | 1568 |
|