PC
Pier Capital’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
27,814
-32,749
| -54% | -$5.89M | 0.76% | 68 |
|
|
2025
Q1 | $9.78M | Buy |
60,563
+28,670
| +90% | +$4.63M | 1.64% | 8 |
|
|
2024
Q4 | $5.54M | Sell |
31,893
-35,197
| -52% | -$6.11M | 0.79% | 76 |
|
|
2024
Q3 | $10.6M | Buy |
67,090
+350
| +0.5% | +$55.3K | 1.49% | 5 |
|
|
2024
Q2 | $9M | Sell |
66,740
-7,360
| -10% | -$993K | 1.34% | 16 |
|
|
2024
Q1 | $9.5M | Sell |
74,100
-21,376
| -22% | -$2.74M | 1.31% | 23 |
|
|
2023
Q4 | $11.4M | Sell |
95,476
-936
| -1% | -$112K | 1.64% | 8 |
|
|
2023
Q3 | $10.3M | Sell |
96,412
-1,275
| -1% | -$137K | 1.66% | 9 |
|
|
2023
Q2 | $9.6M | Buy |
97,687
+2,315
| +2% | +$228K | 1.38% | 19 |
|
|
2023
Q1 | $8.34M | Sell |
95,372
-16,045
| -14% | -$1.4M | 1.27% | 21 |
|
|
2022
Q4 | $9.71M | Sell |
111,417
-1,013
| -0.9% | -$88.3K | 1.59% | 8 |
|
|
2022
Q3 | $8.48M | Buy |
112,430
+2,416
| +2% | +$182K | 1.46% | 15 |
|
|
2022
Q2 | $8.68M | Buy |
110,014
+390
| +0.4% | +$30.8K | 1.48% | 14 |
|
|
2022
Q1 | $9.63M | Sell |
109,624
-1,155
| -1% | -$101K | 1.23% | 29 |
|
|
2021
Q4 | $11.5M | Sell |
110,779
-49,432
| -31% | -$5.12M | 1.21% | 32 |
|
|
2021
Q3 | $14.8M | Sell |
160,211
-3,327
| -2% | -$306K | 1.53% | 3 |
|
|
2021
Q2 | $13.4M | Sell |
163,538
-22,302
| -12% | -$1.82M | 1.34% | 7 |
|
|
2021
Q1 | $12.4M | Buy |
185,840
+50,568
| +37% | +$3.36M | 1.17% | 30 |
|
|
2020
Q4 | $9.09M | Buy |
135,272
+4,446
| +3% | +$299K | 0.96% | 65 |
|
|
2020
Q3 | $7.73M | Buy |
130,826
+11,310
| +9% | +$668K | 1.13% | 32 |
|
|
2020
Q2 | $6.65M | Sell |
119,516
-40,324
| -25% | -$2.24M | 1.06% | 48 |
|
|
2020
Q1 | $8.33M | Sell |
159,840
-11,911
| -7% | -$621K | 1.84% | 1 |
|
|
2019
Q4 | $8.39M | Sell |
171,751
-5,484
| -3% | -$268K | 1.37% | 12 |
|
|
2019
Q3 | $7.99M | Buy |
177,235
+3,791
| +2% | +$171K | 1.35% | 17 |
|
|
2019
Q2 | $7.72M | Sell |
173,444
-12,327
| -7% | -$549K | 1.19% | 26 |
|
|
2019
Q1 | $8.52M | Buy |
+185,771
| New | +$8.52M | 1.32% | 12 |
|