Private Advisor Group’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $727K | Sell |
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|
2024
Q4 | $984K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $856K | Buy |
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|
2021
Q3 | $596K | Buy |
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|
2021
Q2 | $254K | Buy |
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