Steward Partners Investment Advisory’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 | $451K | Buy |
2,507
+19
| +0.8% | +$3.42K | ﹤0.01% | 1351 |
|
|
2025
Q1 | $402K | Buy |
2,488
+1,077
| +76% | +$174K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $245K | Sell |
1,411
-70
| -5% | -$12.2K | ﹤0.01% | 1501 |
|
|
2024
Q3 | $234K | Buy |
1,481
+1,309
| +761% | +$207K | ﹤0.01% | 1452 |
|
|
2024
Q2 | $23.2K | Sell |
172
-124
| -42% | -$16.7K | ﹤0.01% | 2460 |
|
|
2024
Q1 | $37.9K | Buy |
296
+232
| +363% | +$29.7K | ﹤0.01% | 2238 |
|
|
2023
Q4 | $7.67K | Buy |
64
+14
| +28% | +$1.68K | ﹤0.01% | 2808 |
|
|
2023
Q3 | $5.36K | Sell |
50
-31
| -38% | -$3.32K | ﹤0.01% | 2798 |
|
|
2023
Q2 | $7.96K | Hold |
81
| – | – | ﹤0.01% | 2644 |
|
|
2023
Q1 | $7.09K | Hold |
81
| – | – | ﹤0.01% | 2670 |
|
|
2022
Q4 | $7.06K | Sell |
81
-115
| -59% | -$10K | ﹤0.01% | 2649 |
|
|
2022
Q3 | $15K | Buy |
196
+7
| +4% | +$536 | ﹤0.01% | 2347 |
|
|
2022
Q2 | $15K | Sell |
189
-438
| -70% | -$34.8K | ﹤0.01% | 2349 |
|
|
2022
Q1 | $55K | Buy |
627
+109
| +21% | +$9.56K | ﹤0.01% | 1866 |
|
|
2021
Q4 | $54K | Hold |
518
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q3 | $48K | Sell |
518
-110
| -18% | -$10.2K | ﹤0.01% | 1917 |
|
|
2021
Q2 | $51K | Sell |
628
-129
| -17% | -$10.5K | ﹤0.01% | 3347 |
|
|
2021
Q1 | $50.3K | Buy |
757
+592
| +359% | +$39.4K | ﹤0.01% | 1980 |
|
|
2020
Q4 | $11K | Buy |
165
+75
| +83% | +$5K | ﹤0.01% | 2273 |
|
|
2020
Q3 | $5K | Buy |
90
+40
| +80% | +$2.22K | ﹤0.01% | 2363 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2385 |
|
|
2020
Q1 | $2K | Sell |
50
-51
| -50% | -$2.04K | ﹤0.01% | 2283 |
|
|
2019
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 2299 |
|
|
2019
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 2294 |
|
|
2019
Q2 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 2271 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1359 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2372 |
|
|
2018
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2118 |
|