Taylor Frigon Capital Management’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 | $1.2M | Sell |
6,675
-97
| -1% | -$17.5K | 0.64% | 82 |
|
|
2025
Q1 | $1.09M | Buy |
6,772
+35
| +0.5% | +$5.65K | 0.65% | 85 |
|
|
2024
Q4 | $1.17M | Sell |
6,737
-5,565
| -45% | -$966K | 0.59% | 85 |
|
|
2024
Q3 | $1.94M | Sell |
12,302
-2,394
| -16% | -$378K | 0.97% | 47 |
|
|
2024
Q2 | $1.98M | Sell |
14,696
-398
| -3% | -$53.7K | 0.94% | 48 |
|
|
2024
Q1 | $1.93M | Sell |
15,094
-311
| -2% | -$39.9K | 0.92% | 49 |
|
|
2023
Q4 | $1.85M | Sell |
15,405
-469
| -3% | -$56.2K | 0.93% | 41 |
|
|
2023
Q3 | $1.7M | Buy |
15,874
+77
| +0.5% | +$8.25K | 0.95% | 45 |
|
|
2023
Q2 | $1.55M | Sell |
15,797
-581
| -4% | -$57.1K | 0.76% | 54 |
|
|
2023
Q1 | $1.43M | Sell |
16,378
-349
| -2% | -$30.5K | 0.78% | 56 |
|
|
2022
Q4 | $1.46M | Sell |
16,727
-953
| -5% | -$83.1K | 0.83% | 46 |
|
|
2022
Q3 | $1.33M | Buy |
17,680
+73
| +0.4% | +$5.5K | 0.69% | 60 |
|
|
2022
Q2 | $1.39M | Sell |
17,607
-59
| -0.3% | -$4.66K | 0.72% | 58 |
|
|
2022
Q1 | $1.55M | Sell |
17,666
-310
| -2% | -$27.2K | 0.58% | 66 |
|
|
2021
Q4 | $1.86M | Buy |
17,976
+86
| +0.5% | +$8.9K | 0.58% | 57 |
|
|
2021
Q3 | $1.65M | Buy |
17,890
+516
| +3% | +$47.5K | 0.53% | 55 |
|
|
2021
Q2 | $1.42M | Buy |
+17,374
| New | +$1.42M | 0.44% | 62 |
|