Versor 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 | $539K | Buy |
2,995
+995
| +50% | +$179K | 0.1% | 354 |
|
|
2025
Q1 | $323K | Sell |
2,000
-2,671
| -57% | -$431K | 0.05% | 544 |
|
|
2024
Q4 | $811K | Buy |
+4,671
| New | +$811K | 0.14% | 213 |
|
|
2022
Q4 | – | Sell |
-10,514
| Closed | -$793K | – | 829 |
|
|
2022
Q3 | $793K | Sell |
10,514
-2,886
| -22% | -$218K | 0.05% | 300 |
|
|
2022
Q2 | $1.06M | Buy |
13,400
+4,120
| +44% | +$325K | 0.04% | 229 |
|
|
2022
Q1 | $815K | Buy |
9,280
+1,307
| +16% | +$115K | 0.03% | 171 |
|
|
2021
Q4 | $825K | Buy |
7,973
+2,773
| +53% | +$287K | 0.02% | 153 |
|
|
2021
Q3 | $479K | Buy |
5,200
+2,700
| +108% | +$249K | 0.01% | 262 |
|
|
2021
Q2 | $204K | Buy |
+2,500
| New | +$204K | 0.01% | 325 |
|