Stifel Financial’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.75M | Sell |
47,010
-26,023
| -36% | -$4.28M | 0.01% | 1168 |
|
|
2025
Q4 | $12.7M | Sell |
73,033
-8,168
| -10% | -$1.5M | 0.01% | 835 |
|
|
2025
Q3 | $16.7M | Buy |
81,201
+584
| +0.7% | +$115K | 0.02% | 697 |
|
|
2025
Q2 | $14.5M | Sell |
80,617
-7,496
| -9% | -$1.26M | 0.01% | 731 |
|
|
2025
Q1 | $14.2M | Sell |
88,113
-6,060
| -6% | -$1.04M | 0.02% | 704 |
|
|
2024
Q4 | $16.4M | Buy |
94,173
+4,385
| +5% | +$772K | 0.02% | 648 |
|
|
2024
Q3 | $14.2M | Buy |
89,788
+26,780
| +43% | +$4M | 0.01% | 721 |
|
|
2024
Q2 | $8.5M | Sell |
63,008
-1,650
| -3% | -$216K | 0.01% | 878 |
|
|
2024
Q1 | $8.29M | Sell |
64,658
-789
| -1% | -$97.6K | 0.01% | 886 |
|
|
2023
Q4 | $7.85M | Buy |
65,447
+1,832
| +3% | +$199K | 0.01% | 881 |
|
|
2023
Q3 | $6.81M | Sell |
63,615
-3,994
| -6% | -$412K | 0.01% | 880 |
|
|
2023
Q2 | $6.65M | Sell |
67,609
-1,090
| -2% | -$98.6K | 0.01% | 900 |
|
|
2023
Q1 | $6.01M | Buy |
68,699
+12,504
| +22% | +$1.18M | 0.01% | 913 |
|
|
2022
Q4 | $4.9M | Sell |
56,195
-2,041
| -4% | -$183K | 0.01% | 996 |
|
|
2022
Q3 | $4.39M | Sell |
58,236
-2,768
| -5% | -$224K | 0.01% | 1009 |
|
|
2022
Q2 | $4.82M | Sell |
61,004
-2,295
| -4% | -$192K | 0.01% | 987 |
|
|
2022
Q1 | $5.56M | Sell |
63,299
-850
| -1% | -$87.5K | 0.01% | 1005 |
|
|
2021
Q4 | $6.64M | Sell |
64,149
-14,570
| -19% | -$1.56M | 0.01% | 916 |
|
|
2021
Q3 | $7.25M | Sell |
78,719
-683
| -0.9% | -$59.9K | 0.01% | 850 |
|
|
2021
Q2 | $6.49M | Buy |
79,402
+4,035
| +5% | +$292K | 0.01% | 885 |
|
|
2021
Q1 | $5.01M | Sell |
75,367
-4,945
| -6% | -$334K | 0.01% | 964 |
|
|
2020
Q4 | $5.4M | Buy |
80,312
+700
| +0.9% | +$45.4K | 0.01% | 848 |
|
|
2020
Q3 | $4.7M | Sell |
79,612
-1,345
| -2% | -$77.1K | 0.01% | 791 |
|
|
2020
Q2 | $4.5M | Buy |
80,957
+7,755
| +11% | +$452K | 0.01% | 768 |
|
|
2020
Q1 | $3.85M | Sell |
73,202
-359,596
| -83% | -$18.6M | 0.01% | 756 |
|
|
2019
Q4 | $21.2M | Sell |
432,798
-27,240
| -6% | -$1.29M | 0.04% | 348 |
|
|
2019
Q3 | $20.8M | Sell |
460,038
-12,333
| -3% | -$546K | 0.05% | 314 |
|
|
2019
Q2 | $21.1M | Buy |
472,371
+5,692
| +1% | +$266K | 0.05% | 310 |
|
|
2019
Q1 | $21.4M | Buy |
466,679
+72,493
| +18% | +$3.2M | 0.06% | 293 |
|
|
2018
Q4 | $14.6M | Buy |
394,186
+143,333
| +57% | +$5.84M | 0.05% | 364 |
|
|
2018
Q3 | $11.3M | Sell |
250,853
-97,475
| -28% | -$4.72M | 0.03% | 492 |
|
|
2018
Q2 | $17.9M | Buy |
348,328
+19,895
| +6% | +$951K | 0.05% | 342 |
|
|
2018
Q1 | $14.7M | Buy |
328,433
+291,228
| +783% | +$13.8M | 0.05% | 392 |
|
|
2017
Q4 | $1.69M | Buy |
37,205
+1,291
| +4% | +$55.2K | 0.01% | 1238 |
|
|
2017
Q3 | $1.41M | Sell |
35,914
-7,428
| -17% | -$271K | ﹤0.01% | 1305 |
|
|
2017
Q2 | $1.51M | Sell |
43,342
-2,003
| -4% | -$68K | 0.01% | 1238 |
|
|
2017
Q1 | $1.56M | Buy |
+45,345
| New | +$1.45M | 0.01% | 1200 |
|
Other funds holding HLI
VPM
VCM
