Smartleaf Asset 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 | $196K | Sell |
1,072
-25
| -2% | -$4.56K | 0.02% | 587 |
|
|
2025
Q1 | $173K | Buy |
1,097
+14
| +1% | +$2.21K | 0.02% | 616 |
|
|
2024
Q4 | $188K | Buy |
1,083
+5
| +0.5% | +$868 | 0.02% | 567 |
|
|
2024
Q3 | $170K | Buy |
1,078
+83
| +8% | +$13.1K | 0.02% | 546 |
|
|
2024
Q2 | $133K | Sell |
995
-227
| -19% | -$30.4K | 0.02% | 489 |
|
|
2024
Q1 | $156K | Buy |
1,222
+1
| +0.1% | +$128 | 0.03% | 417 |
|
|
2023
Q4 | $148K | Buy |
+1,221
| New | +$148K | 0.04% | 365 |
|