Riverwater Partners’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 | $262K | Buy |
1,458
+2
| +0.1% | +$360 | 0.12% | 178 |
|
|
2025
Q1 | $235K | Sell |
1,456
-1,014
| -41% | -$164K | 0.12% | 185 |
|
|
2024
Q4 | $429K | Buy |
2,470
+2
| +0.1% | +$347 | 0.21% | 114 |
|
|
2024
Q3 | $392K | Sell |
2,468
-25
| -1% | -$3.97K | 0.19% | 131 |
|
|
2024
Q2 | $336K | Sell |
2,493
-155
| -6% | -$20.9K | 0.25% | 126 |
|
|
2024
Q1 | $339K | Hold |
2,648
| – | – | 0.25% | 130 |
|
|
2023
Q4 | $318K | Hold |
2,648
| – | – | 0.25% | 128 |
|
|
2023
Q3 | $284K | Sell |
2,648
-335
| -11% | -$35.9K | 0.26% | 139 |
|
|
2023
Q2 | $293K | Hold |
2,983
| – | – | 0.26% | 133 |
|
|
2023
Q1 | $261K | Hold |
2,983
| – | – | 0.24% | 140 |
|
|
2022
Q4 | $260K | Buy |
+2,983
| New | +$260K | 0.22% | 147 |
|
|
2022
Q3 | – | Sell |
-2,601
| Closed | -$205K | – | 203 |
|
|
2022
Q2 | $205K | Buy |
+2,601
| New | +$205K | 0.21% | 184 |
|
|
2022
Q1 | – | Sell |
-3,019
| Closed | -$313K | – | 149 |
|
|
2021
Q4 | $313K | Buy |
+3,019
| New | +$313K | 0.28% | 141 |
|