Richard Bernstein Advisors’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 | $4.19M | Sell |
23,295
-2,098
| -8% | -$378K | 0.1% | 87 |
|
|
2025
Q1 | $4.1M | Sell |
25,393
-975
| -4% | -$157K | 0.1% | 95 |
|
|
2024
Q4 | $4.58M | Hold |
26,368
| – | – | 0.1% | 84 |
|
|
2024
Q3 | $4.17M | Hold |
26,368
| – | – | 0.09% | 103 |
|
|
2024
Q2 | $3.56M | Buy |
26,368
+3
| +0% | +$405 | 0.08% | 113 |
|
|
2024
Q1 | $3.38M | Hold |
26,365
| – | – | 0.07% | 129 |
|
|
2023
Q4 | $3.16M | Buy |
26,365
+16
| +0.1% | +$1.92K | 0.07% | 126 |
|
|
2023
Q3 | $2.82M | Buy |
+26,349
| New | +$2.82M | 0.06% | 120 |
|