Principal 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 | $200K | Buy |
1,112
+64
| +6% | +$11.5K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $182K | Hold |
1,048
| – | – | ﹤0.01% | 1167 |
|
|
2024
Q4 | $182K | Buy |
1,048
+45
| +4% | +$7.82K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $158K | Buy |
1,003
+114
| +13% | +$18K | ﹤0.01% | 1197 |
|
|
2024
Q2 | $120K | Buy |
889
+70
| +9% | +$9.44K | ﹤0.01% | 1244 |
|
|
2024
Q1 | $105K | Buy |
819
+131
| +19% | +$16.8K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $82.5K | Buy |
+688
| New | +$82.5K | ﹤0.01% | 1253 |
|