Segall Bryant & Hamill’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 | $14.7M | Buy |
81,957
+13,971
| +21% | +$2.51M | 0.21% | 163 |
|
|
2025
Q1 | $11M | Sell |
67,986
-1,921
| -3% | -$310K | 0.17% | 197 |
|
|
2024
Q4 | $12.1M | Sell |
69,907
-23,334
| -25% | -$4.05M | 0.17% | 193 |
|
|
2024
Q3 | $14.7M | Sell |
93,241
-31,278
| -25% | -$4.94M | 0.2% | 158 |
|
|
2024
Q2 | $16.8M | Buy |
124,519
+3,383
| +3% | +$456K | 0.3% | 112 |
|
|
2024
Q1 | $15.5M | Sell |
121,136
-1,735
| -1% | -$222K | 0.29% | 124 |
|
|
2023
Q4 | $14.7M | Buy |
122,871
+401
| +0.3% | +$48.1K | 0.28% | 131 |
|
|
2023
Q3 | $13.1M | Sell |
122,470
-695
| -0.6% | -$74.4K | 0.15% | 181 |
|
|
2023
Q2 | $12.1M | Buy |
123,165
+569
| +0.5% | +$55.9K | 0.13% | 205 |
|
|
2023
Q1 | $10.7M | Buy |
122,596
+1,530
| +1% | +$134K | 0.12% | 220 |
|
|
2022
Q4 | $10.6M | Buy |
121,066
+38,915
| +47% | +$3.39M | 0.12% | 212 |
|
|
2022
Q3 | $6.19M | Buy |
82,151
+1,625
| +2% | +$122K | 0.07% | 276 |
|
|
2022
Q2 | $6.36M | Buy |
80,526
+23,824
| +42% | +$1.88M | 0.07% | 276 |
|
|
2022
Q1 | $4.98M | Buy |
56,702
+143
| +0.3% | +$12.6K | 0.05% | 334 |
|
|
2021
Q4 | $5.86M | Buy |
56,559
+2,632
| +5% | +$272K | 0.05% | 304 |
|
|
2021
Q3 | $4.97M | Buy |
53,927
+1,437
| +3% | +$132K | 0.05% | 334 |
|
|
2021
Q2 | $4.29M | Buy |
52,490
+3,162
| +6% | +$259K | 0.04% | 354 |
|
|
2021
Q1 | $3.28M | Sell |
49,328
-829
| -2% | -$55.1K | 0.03% | 408 |
|
|
2020
Q4 | $3.37M | Sell |
50,157
-1,016
| -2% | -$68.3K | 0.04% | 355 |
|
|
2020
Q3 | $3.02M | Buy |
51,173
+26,203
| +105% | +$1.55M | 0.04% | 335 |
|
|
2020
Q2 | $1.39M | Buy |
+24,970
| New | +$1.39M | 0.02% | 385 |
|