Voya Financial Advisors’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 | $302K | Sell |
1,653
-410
| -20% | -$74.9K | 0.03% | 197 |
|
|
2025
Q1 | $326K | Sell |
2,063
-92
| -4% | -$14.5K | 0.04% | 177 |
|
|
2024
Q4 | $374K | Sell |
2,155
-175
| -8% | -$30.4K | 0.04% | 177 |
|
|
2024
Q3 | $367K | Buy |
2,330
+449
| +24% | +$70.8K | 0.04% | 180 |
|
|
2024
Q2 | $252K | Sell |
1,881
-23
| -1% | -$3.08K | 0.03% | 212 |
|
|
2024
Q1 | $243K | Sell |
1,904
-69
| -3% | -$8.82K | 0.03% | 219 |
|
|
2023
Q4 | $239K | Sell |
1,973
-143
| -7% | -$17.3K | 0.03% | 208 |
|
|
2023
Q3 | $230K | Sell |
2,116
-118
| -5% | -$12.8K | 0.03% | 204 |
|
|
2023
Q2 | $221K | Sell |
2,234
-313
| -12% | -$30.9K | 0.03% | 218 |
|
|
2023
Q1 | $220K | Sell |
2,547
-203
| -7% | -$17.5K | 0.03% | 215 |
|
|
2022
Q4 | $244K | Sell |
2,750
-299
| -10% | -$26.5K | 0.03% | 202 |
|
|
2022
Q3 | $232K | Sell |
3,049
-100
| -3% | -$7.61K | 0.03% | 211 |
|
|
2022
Q2 | $255K | Sell |
3,149
-184
| -6% | -$14.9K | 0.03% | 210 |
|
|
2022
Q1 | $302K | Sell |
3,333
-1,360
| -29% | -$123K | 0.03% | 212 |
|
|
2021
Q4 | $485K | Buy |
4,693
+35
| +0.8% | +$3.62K | 0.05% | 163 |
|
|
2021
Q3 | $427K | Buy |
4,658
+257
| +6% | +$23.6K | 0.05% | 172 |
|
|
2021
Q2 | $357K | Sell |
4,401
-6,868
| -61% | -$557K | 0.05% | 190 |
|
|
2021
Q1 | $758K | Buy |
11,269
+1,793
| +19% | +$121K | 0.03% | 330 |
|
|
2020
Q4 | $630K | Buy |
9,476
+649
| +7% | +$43.1K | 0.03% | 351 |
|
|
2020
Q3 | $512K | Sell |
8,827
-1,702
| -16% | -$98.7K | 0.03% | 364 |
|
|
2020
Q2 | $568K | Sell |
10,529
-1,188
| -10% | -$64.1K | 0.03% | 331 |
|
|
2020
Q1 | $562K | Sell |
11,717
-773
| -6% | -$37.1K | 0.03% | 317 |
|
|
2019
Q4 | $614K | Buy |
12,490
+643
| +5% | +$31.6K | 0.03% | 360 |
|
|
2019
Q3 | $529K | Sell |
11,847
-390
| -3% | -$17.4K | 0.03% | 376 |
|
|
2019
Q2 | $543K | Sell |
12,237
-247
| -2% | -$11K | 0.03% | 371 |
|
|
2019
Q1 | $569K | Buy |
12,484
+2,964
| +31% | +$135K | 0.03% | 345 |
|
|
2018
Q4 | $352K | Buy |
9,520
+877
| +10% | +$32.4K | 0.02% | 399 |
|
|
2018
Q3 | $391K | Buy |
8,643
+1,715
| +25% | +$77.6K | 0.02% | 418 |
|
|
2018
Q2 | $356K | Buy |
+6,928
| New | +$356K | 0.02% | 400 |
|