SIM
Studio Investment Management’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
3,910
-35
| -0.9% | -$6.3K | 0.14% | 96 |
|
|
2025
Q1 | $637K | Sell |
3,945
-473
| -11% | -$76.4K | 0.13% | 103 |
|
|
2024
Q4 | $767K | Sell |
4,418
-126
| -3% | -$21.9K | 0.16% | 86 |
|
|
2024
Q3 | $718K | Sell |
4,544
-155
| -3% | -$24.5K | 0.15% | 91 |
|
|
2024
Q2 | $634K | Sell |
4,699
-3
| -0.1% | -$405 | 0.14% | 91 |
|
|
2024
Q1 | $603K | Buy |
4,702
+354
| +8% | +$45.4K | 0.14% | 94 |
|
|
2023
Q4 | $521K | Sell |
4,348
-818
| -16% | -$98.1K | 0.13% | 94 |
|
|
2023
Q3 | $553K | Sell |
5,166
-194
| -4% | -$20.8K | 0.15% | 75 |
|
|
2023
Q2 | $527K | Buy |
5,360
+391
| +8% | +$38.4K | 0.15% | 76 |
|
|
2023
Q1 | $435K | Buy |
+4,969
| New | +$435K | 0.13% | 84 |
|