Steph & Co’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 | $194K | Sell |
1,079
-158
| -13% | -$28.4K | 0.06% | 101 |
|
|
2025
Q1 | $200K | Sell |
1,237
-81
| -6% | -$13.1K | 0.07% | 111 |
|
|
2024
Q4 | $229K | Sell |
1,318
-611
| -32% | -$106K | 0.08% | 105 |
|
|
2024
Q3 | $305K | Sell |
1,929
-68
| -3% | -$10.7K | 0.1% | 92 |
|
|
2024
Q2 | $269K | Buy |
1,997
+9
| +0.5% | +$1.21K | 0.09% | 90 |
|
|
2024
Q1 | $255K | Sell |
1,988
-762
| -28% | -$97.7K | 0.09% | 98 |
|
|
2023
Q4 | $330K | Sell |
2,750
-348
| -11% | -$41.7K | 0.16% | 70 |
|
|
2023
Q3 | $332K | Buy |
3,098
+134
| +5% | +$14.4K | 0.19% | 74 |
|
|
2023
Q2 | $291K | Buy |
2,964
+155
| +6% | +$15.2K | 0.16% | 81 |
|
|
2023
Q1 | $246K | Buy |
2,809
+793
| +39% | +$69.4K | 0.15% | 80 |
|
|
2022
Q4 | $176K | Buy |
+2,016
| New | +$176K | 0.11% | 109 |
|