Shelton Capital Management’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 | $346K | Hold |
1,924
| – | – | 0.01% | 438 |
|
|
2025
Q1 | $311K | Sell |
1,924
-131
| -6% | -$21.2K | 0.01% | 459 |
|
|
2024
Q4 | $357K | Hold |
2,055
| – | – | 0.01% | 434 |
|
|
2024
Q3 | $325K | Sell |
2,055
-68
| -3% | -$10.7K | 0.01% | 465 |
|
|
2024
Q2 | $286K | Sell |
2,123
-103
| -5% | -$13.9K | 0.01% | 497 |
|
|
2024
Q1 | $285K | Hold |
2,226
| – | – | 0.01% | 548 |
|
|
2023
Q4 | $267K | Buy |
+2,226
| New | +$267K | 0.01% | 549 |
|