Sowell Financial Services’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 | $813K | Buy |
4,516
+2,577
| +133% | +$464K | 0.03% | 470 |
|
|
2025
Q1 | $313K | Buy |
+1,939
| New | +$313K | 0.01% | 749 |
|
|
2021
Q2 | – | Sell |
-3,790
| Closed | -$254K | – | 1472 |
|
|
2021
Q1 | $254K | Sell |
3,790
-580
| -13% | -$38.9K | 0.01% | 914 |
|
|
2020
Q4 | $294K | Buy |
4,370
+185
| +4% | +$12.4K | 0.01% | 703 |
|
|
2020
Q3 | $247K | Buy |
4,185
+862
| +26% | +$50.9K | 0.01% | 667 |
|
|
2020
Q2 | $185K | Hold |
3,323
| – | – | 0.01% | 747 |
|
|
2020
Q1 | $173K | Buy |
3,323
+1,481
| +80% | +$77.1K | 0.01% | 691 |
|
|
2019
Q4 | $90K | Buy |
1,842
+1,830
| +15,250% | +$89.4K | 0.01% | 951 |
|
|
2019
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2250 |
|