Van Hulzen Asset 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
Q1 | – | Sell |
-107
| Closed | -$18.6K | – | 626 |
|
|
2024
Q4 | $18.6K | Buy |
+107
| New | +$18.6K | ﹤0.01% | 683 |
|
|
2021
Q3 | – | Sell |
-3,498
| Closed | -$286K | – | 287 |
|
|
2021
Q2 | $286K | Sell |
3,498
-3,602
| -51% | -$295K | 0.04% | 208 |
|
|
2021
Q1 | $472K | Buy |
7,100
+3,769
| +113% | +$251K | 0.08% | 150 |
|
|
2020
Q4 | $224K | Buy |
+3,331
| New | +$224K | 0.03% | 254 |
|