Tower Research Capital (TRC)’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 | $624K | Buy |
3,465
+1,620
| +88% | +$292K | 0.02% | 810 |
|
|
2025
Q1 | $298K | Sell |
1,845
-703
| -28% | -$114K | 0.01% | 1147 |
|
|
2024
Q4 | $442K | Sell |
2,548
-372
| -13% | -$64.6K | 0.01% | 1155 |
|
|
2024
Q3 | $461K | Sell |
2,920
-1,709
| -37% | -$270K | 0.01% | 926 |
|
|
2024
Q2 | $624K | Buy |
4,629
+2,594
| +127% | +$350K | 0.01% | 1147 |
|
|
2024
Q1 | $261K | Sell |
2,035
-6,411
| -76% | -$822K | 0.01% | 1242 |
|
|
2023
Q4 | $1.01M | Buy |
8,446
+107
| +1% | +$12.8K | 0.01% | 850 |
|
|
2023
Q3 | $893K | Buy |
8,339
+3,743
| +81% | +$401K | 0.03% | 584 |
|
|
2023
Q2 | $452K | Buy |
4,596
+2,562
| +126% | +$252K | 0.02% | 1038 |
|
|
2023
Q1 | $178K | Buy |
2,034
+1,829
| +892% | +$160K | 0.01% | 1430 |
|
|
2022
Q4 | $18K | Sell |
205
-8,444
| -98% | -$741K | ﹤0.01% | 3214 |
|
|
2022
Q3 | $652K | Buy |
8,649
+6,729
| +350% | +$507K | 0.01% | 936 |
|
|
2022
Q2 | $152K | Buy |
1,920
+1,514
| +373% | +$120K | ﹤0.01% | 1981 |
|
|
2022
Q1 | $36K | Sell |
406
-170
| -30% | -$15.1K | ﹤0.01% | 2982 |
|
|
2021
Q4 | $60K | Sell |
576
-3,899
| -87% | -$406K | ﹤0.01% | 2622 |
|
|
2021
Q3 | $412K | Buy |
4,475
+789
| +21% | +$72.6K | 0.01% | 1137 |
|
|
2021
Q2 | $301K | Sell |
3,686
-1,593
| -30% | -$130K | 0.01% | 1603 |
|
|
2021
Q1 | $351K | Buy |
5,279
+3,078
| +140% | +$205K | 0.01% | 1533 |
|
|
2020
Q4 | $148K | Sell |
2,201
-19,903
| -90% | -$1.34M | ﹤0.01% | 1992 |
|
|
2020
Q3 | $1.31M | Buy |
22,104
+14,700
| +199% | +$868K | 0.01% | 727 |
|
|
2020
Q2 | $412K | Buy |
+7,404
| New | +$412K | 0.02% | 1189 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 3409 |
|
|
2019
Q4 | $0 | Sell |
1
-52
| -98% | – | ﹤0.01% | 3863 |
|
|
2019
Q3 | $2K | Sell |
53
-597
| -92% | -$22.5K | ﹤0.01% | 3688 |
|
|
2019
Q2 | $29K | Buy |
+650
| New | +$29K | ﹤0.01% | 1927 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$4K | – | 3990 |
|
|
2018
Q4 | $4K | Sell |
100
-933
| -90% | -$37.3K | ﹤0.01% | 3033 |
|
|
2018
Q3 | $46K | Buy |
+1,033
| New | +$46K | ﹤0.01% | 1803 |
|
|
2017
Q4 | – | Sell |
-1,404
| Closed | -$55K | – | 3755 |
|
|
2017
Q3 | $55K | Sell |
1,404
-2,896
| -67% | -$113K | ﹤0.01% | 1867 |
|
|
2017
Q2 | $150K | Buy |
4,300
+2,371
| +123% | +$82.7K | 0.02% | 391 |
|
|
2017
Q1 | $66K | Buy |
+1,929
| New | +$66K | 0.01% | 620 |
|
|
2016
Q3 | – | Sell |
-764
| Closed | -$17K | – | 3963 |
|
|
2016
Q2 | $17K | Buy |
+764
| New | +$17K | ﹤0.01% | 2376 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$3K | – | 4470 |
|
|
2015
Q4 | $3K | Sell |
100
-5,900
| -98% | -$177K | ﹤0.01% | 3448 |
|
|
2015
Q3 | $131K | Buy |
+6,000
| New | +$131K | 0.01% | 437 |
|