Principal Financial Group’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 | $22M | Sell |
122,173
-2,244
| -2% | -$404K | 0.01% | 795 |
|
|
2025
Q1 | $20.1M | Buy |
124,417
+1,511
| +1% | +$244K | 0.01% | 824 |
|
|
2024
Q4 | $21.3M | Sell |
122,906
-189
| -0.2% | -$32.8K | 0.01% | 819 |
|
|
2024
Q3 | $19.5M | Sell |
123,095
-51,246
| -29% | -$8.1M | 0.01% | 860 |
|
|
2024
Q2 | $23.5M | Sell |
174,341
-21,819
| -11% | -$2.94M | 0.01% | 758 |
|
|
2024
Q1 | $25.1M | Sell |
196,160
-20,026
| -9% | -$2.57M | 0.01% | 776 |
|
|
2023
Q4 | $25.9M | Buy |
216,186
+192,668
| +819% | +$23.1M | 0.02% | 719 |
|
|
2023
Q3 | $2.52M | Buy |
23,518
+7,276
| +45% | +$779K | ﹤0.01% | 1720 |
|
|
2023
Q2 | $1.6M | Sell |
16,242
-5,803
| -26% | -$570K | ﹤0.01% | 1788 |
|
|
2023
Q1 | $1.93M | Sell |
22,045
-3,720
| -14% | -$325K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $2.25M | Buy |
25,765
+18,531
| +256% | +$1.62M | ﹤0.01% | 1739 |
|
|
2022
Q3 | $545K | Sell |
7,234
-679
| -9% | -$51.2K | ﹤0.01% | 1941 |
|
|
2022
Q2 | $625K | Sell |
7,913
-61,572
| -89% | -$4.86M | ﹤0.01% | 2010 |
|
|
2022
Q1 | $6.1M | Sell |
69,485
-27,169
| -28% | -$2.39M | ﹤0.01% | 1600 |
|
|
2021
Q4 | $10M | Buy |
96,654
+86,749
| +876% | +$8.98M | 0.01% | 1397 |
|
|
2021
Q3 | $912K | Buy |
9,905
+1,892
| +24% | +$174K | ﹤0.01% | 2030 |
|
|
2021
Q2 | $655K | Sell |
8,013
-3,029
| -27% | -$248K | ﹤0.01% | 2146 |
|
|
2021
Q1 | $734K | Sell |
11,042
-2,066
| -16% | -$137K | ﹤0.01% | 2060 |
|
|
2020
Q4 | $881K | Buy |
13,108
+5,383
| +70% | +$362K | ﹤0.01% | 1969 |
|
|
2020
Q3 | $456K | Buy |
7,725
+414
| +6% | +$24.4K | ﹤0.01% | 2040 |
|
|
2020
Q2 | $407K | Sell |
7,311
-33,816
| -82% | -$1.88M | ﹤0.01% | 2010 |
|
|
2020
Q1 | $2.14M | Buy |
41,127
+490
| +1% | +$25.5K | ﹤0.01% | 1578 |
|
|
2019
Q4 | $1.99M | Buy |
40,637
+34,923
| +611% | +$1.71M | ﹤0.01% | 1728 |
|
|
2019
Q3 | $258K | Buy |
5,714
+909
| +19% | +$41K | ﹤0.01% | 2087 |
|
|
2019
Q2 | $214K | Sell |
4,805
-36,454
| -88% | -$1.62M | ﹤0.01% | 2134 |
|
|
2019
Q1 | $1.89M | Buy |
41,259
+270
| +0.7% | +$12.4K | ﹤0.01% | 1746 |
|
|
2018
Q4 | $1.51M | Sell |
40,989
-215,766
| -84% | -$7.94M | ﹤0.01% | 1754 |
|
|
2018
Q3 | $11.5M | Buy |
256,755
+7,302
| +3% | +$328K | 0.01% | 1241 |
|
|
2018
Q2 | $12.8M | Sell |
249,453
-13,454
| -5% | -$689K | 0.01% | 1145 |
|
|
2018
Q1 | $11.7M | Buy |
262,907
+1,874
| +0.7% | +$83.6K | 0.01% | 1157 |
|
|
2017
Q4 | $11.9M | Buy |
261,033
+49,433
| +23% | +$2.25M | 0.01% | 1167 |
|
|
2017
Q3 | $8.28M | Buy |
211,600
+4,700
| +2% | +$184K | 0.01% | 1352 |
|
|
2017
Q2 | $7.22M | Hold |
206,900
| – | – | 0.01% | 1410 |
|
|
2017
Q1 | $7.13M | Hold |
206,900
| – | – | 0.01% | 1393 |
|
|
2016
Q4 | $6.44M | Buy |
206,900
+2,500
| +1% | +$77.8K | 0.01% | 1423 |
|
|
2016
Q3 | $5.12M | Hold |
204,400
| – | – | 0.01% | 1458 |
|
|
2016
Q2 | $4.57M | Sell |
204,400
-5,300
| -3% | -$119K | 0.01% | 1461 |
|
|
2016
Q1 | $5.22M | Sell |
209,700
-285,994
| -58% | -$7.12M | 0.01% | 1373 |
|
|
2015
Q4 | $13M | Buy |
495,694
+10,882
| +2% | +$285K | 0.02% | 787 |
|
|
2015
Q3 | $10.6M | Buy |
+484,812
| New | +$10.6M | 0.02% | 890 |
|