Sheaff Brock Investment Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,474
| Closed | -$1.14M | – | 497 |
|
|
2022
Q2 | $1.14M | Buy |
14,474
+244
| +2% | +$19.3K | 0.1% | 135 |
|
|
2022
Q1 | $1.25M | Buy |
+14,230
| New | +$1.25M | 0.09% | 150 |
|
|
2018
Q4 | – | Sell |
-20,224
| Closed | -$909K | – | 491 |
|
|
2018
Q3 | $909K | Sell |
20,224
-1,371
| -6% | -$61.6K | 0.09% | 163 |
|
|
2018
Q2 | $1.11M | Sell |
21,595
-268
| -1% | -$13.7K | 0.11% | 129 |
|
|
2018
Q1 | $975K | Sell |
21,863
-2,155
| -9% | -$96.1K | 0.1% | 151 |
|
|
2017
Q4 | $1.09M | Sell |
24,018
-931
| -4% | -$42.3K | 0.14% | 138 |
|
|
2017
Q3 | $976K | Sell |
24,949
-877
| -3% | -$34.3K | 0.13% | 145 |
|
|
2017
Q2 | $901K | Buy |
+25,826
| New | +$901K | 0.12% | 169 |
|