Private Advisor 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 | $431K | Sell |
2,396
-2,107
| -47% | -$379K | ﹤0.01% | 1761 |
|
|
2025
Q1 | $727K | Sell |
4,503
-1,161
| -20% | -$187K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $984K | Buy |
5,664
+1,934
| +52% | +$336K | 0.01% | 1227 |
|
|
2024
Q3 | $589K | Buy |
3,730
+668
| +22% | +$106K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $413K | Sell |
3,062
-134
| -4% | -$18.1K | ﹤0.01% | 1668 |
|
|
2024
Q1 | $410K | Sell |
3,196
-2
| -0.1% | -$256 | ﹤0.01% | 1641 |
|
|
2023
Q4 | $383K | Buy |
3,198
+102
| +3% | +$12.2K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $332K | Buy |
3,096
+18
| +0.6% | +$1.93K | ﹤0.01% | 1553 |
|
|
2023
Q2 | $307K | Buy |
3,078
+122
| +4% | +$12.2K | ﹤0.01% | 1616 |
|
|
2023
Q1 | $259K | Buy |
2,956
+7
| +0.2% | +$612 | ﹤0.01% | 1655 |
|
|
2022
Q4 | $252K | Buy |
2,949
+166
| +6% | +$14.2K | 0.01% | 816 |
|
|
2022
Q3 | $210K | Buy |
2,783
+9
| +0.3% | +$679 | ﹤0.01% | 1650 |
|
|
2022
Q2 | $219K | Sell |
2,774
-3
| -0.1% | -$237 | ﹤0.01% | 1795 |
|
|
2022
Q1 | $244K | Sell |
2,777
-5,497
| -66% | -$483K | ﹤0.01% | 1784 |
|
|
2021
Q4 | $856K | Buy |
8,274
+1,812
| +28% | +$187K | 0.01% | 1196 |
|
|
2021
Q3 | $596K | Buy |
6,462
+3,362
| +108% | +$310K | ﹤0.01% | 1422 |
|
|
2021
Q2 | $254K | Buy |
+3,100
| New | +$254K | ﹤0.01% | 1712 |
|