United Services Automobile Association’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 | – | Sell |
-3,438
| Closed | -$544K | – | 470 |
|
|
2025
Q1 | $544K | Buy |
+3,438
| New | +$544K | 0.02% | 492 |
|
|
2019
Q3 | – | Sell |
-5,248
| Closed | -$234K | – | 999 |
|
|
2019
Q2 | $234K | Hold |
5,248
| – | – | ﹤0.01% | 1983 |
|
|
2019
Q1 | $241K | Buy |
+5,248
| New | +$241K | ﹤0.01% | 1992 |
|
|
2018
Q4 | – | Sell |
-5,248
| Closed | -$236K | – | 2272 |
|
|
2018
Q3 | $236K | Hold |
5,248
| – | – | ﹤0.01% | 2054 |
|
|
2018
Q2 | $269K | Hold |
5,248
| – | – | ﹤0.01% | 1988 |
|
|
2018
Q1 | $234K | Buy |
+5,248
| New | +$234K | ﹤0.01% | 2021 |
|