Seizert Capital Partners’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,076
| Closed | -$3.58M | – | 187 |
|
|
2022
Q4 | $3.58M | Sell |
41,076
-3,634
| -8% | -$317K | 0.19% | 87 |
|
|
2022
Q3 | $3.37M | Hold |
44,710
| – | – | 0.19% | 94 |
|
|
2022
Q2 | $3.53M | Buy |
44,710
+10,064
| +29% | +$794K | 0.19% | 86 |
|
|
2022
Q1 | $3.04M | Buy |
34,646
+29
| +0.1% | +$2.55K | 0.14% | 98 |
|
|
2021
Q4 | $3.58M | Buy |
34,617
+14,794
| +75% | +$1.53M | 0.16% | 97 |
|
|
2021
Q3 | $1.83M | Buy |
+19,823
| New | +$1.83M | 0.08% | 116 |
|