Raymond James Financial Services Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.18M | Buy |
7,439
+304
| +4% | +$48K | ﹤0.01% | 2052 |
|
|
2024
Q2 | $962K | Sell |
7,135
-8,708
| -55% | -$1.17M | ﹤0.01% | 2108 |
|
|
2024
Q1 | $2.03M | Buy |
15,843
+2,097
| +15% | +$269K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $1.65M | Sell |
13,746
-1,012
| -7% | -$121K | ﹤0.01% | 1667 |
|
|
2023
Q3 | $1.58M | Buy |
14,758
+191
| +1% | +$20.5K | ﹤0.01% | 1637 |
|
|
2023
Q2 | $1.43M | Sell |
14,567
-279
| -2% | -$27.4K | ﹤0.01% | 1714 |
|
|
2023
Q1 | $1.3M | Buy |
14,846
+1,681
| +13% | +$147K | ﹤0.01% | 1738 |
|
|
2022
Q4 | $1.15M | Buy |
13,165
+2,617
| +25% | +$228K | ﹤0.01% | 1747 |
|
|
2022
Q3 | $795K | Sell |
10,548
-1,397
| -12% | -$105K | ﹤0.01% | 1960 |
|
|
2022
Q2 | $943K | Buy |
11,945
+6,499
| +119% | +$513K | ﹤0.01% | 1878 |
|
|
2022
Q1 | $478K | Sell |
5,446
-9,313
| -63% | -$817K | ﹤0.01% | 2403 |
|
|
2021
Q4 | $1.53M | Buy |
14,759
+742
| +5% | +$76.8K | ﹤0.01% | 1706 |
|
|
2021
Q3 | $1.29M | Buy |
14,017
+202
| +1% | +$18.6K | ﹤0.01% | 1769 |
|
|
2021
Q2 | $1.13M | Buy |
13,815
+8,304
| +151% | +$679K | ﹤0.01% | 1862 |
|
|
2021
Q1 | $367K | Buy |
5,511
+183
| +3% | +$12.2K | ﹤0.01% | 2493 |
|
|
2020
Q4 | $358K | Buy |
5,328
+187
| +4% | +$12.6K | ﹤0.01% | 2350 |
|
|
2020
Q3 | $304K | Buy |
5,141
+89
| +2% | +$5.26K | ﹤0.01% | 2266 |
|
|
2020
Q2 | $281K | Buy |
+5,052
| New | +$281K | ﹤0.01% | 2261 |
|