Tidal Investments’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 | $3.96M | Sell |
22,006
-42
| -0.2% | -$7.56K | 0.02% | 477 |
|
|
2025
Q1 | $3.56M | Buy |
22,048
+833
| +4% | +$135K | 0.03% | 469 |
|
|
2024
Q4 | $3.68M | Buy |
21,215
+4,520
| +27% | +$785K | 0.03% | 468 |
|
|
2024
Q3 | $2.64M | Buy |
16,695
+2,061
| +14% | +$326K | 0.03% | 510 |
|
|
2024
Q2 | $1.97M | Buy |
14,634
+3,541
| +32% | +$478K | 0.03% | 542 |
|
|
2024
Q1 | $1.42M | Buy |
11,093
+7,414
| +202% | +$950K | 0.02% | 694 |
|
|
2023
Q4 | $441K | Buy |
+3,679
| New | +$441K | 0.01% | 984 |
|
|
2022
Q4 | – | Sell |
-6,453
| Closed | -$486K | – | 1151 |
|
|
2022
Q3 | $486K | Buy |
6,453
+437
| +7% | +$32.9K | 0.02% | 576 |
|
|
2022
Q2 | $475K | Buy |
6,016
+565
| +10% | +$44.6K | 0.02% | 619 |
|
|
2022
Q1 | $479K | Buy |
5,451
+1,811
| +50% | +$159K | 0.01% | 668 |
|
|
2021
Q4 | $377K | Sell |
3,640
-437
| -11% | -$45.3K | 0.01% | 698 |
|
|
2021
Q3 | $374K | Buy |
+4,077
| New | +$374K | 0.01% | 597 |
|