Weil Company’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 | $4.23M | Sell |
23,479
-1,649
| -7% | -$297K | 1.11% | 24 |
|
|
2025
Q1 | $4.06M | Buy |
25,128
+420
| +2% | +$67.8K | 1.21% | 23 |
|
|
2024
Q4 | $4.29M | Sell |
24,708
-10,080
| -29% | -$1.75M | 1.48% | 19 |
|
|
2024
Q3 | $5.5M | Sell |
34,788
-4,789
| -12% | -$757K | 1.8% | 14 |
|
|
2024
Q2 | $5.34M | Buy |
39,577
+5,081
| +15% | +$685K | 1.95% | 15 |
|
|
2024
Q1 | $4.42M | Buy |
34,496
+4,123
| +14% | +$529K | 1.75% | 15 |
|
|
2023
Q4 | $3.64M | Sell |
30,373
-5,658
| -16% | -$678K | 1.6% | 19 |
|
|
2023
Q3 | $3.86M | Sell |
36,031
-1,450
| -4% | -$155K | 1.92% | 10 |
|
|
2023
Q2 | $3.68M | Sell |
37,481
-196
| -0.5% | -$19.3K | 1.64% | 14 |
|
|
2023
Q1 | $3.3M | Sell |
37,677
-2,040
| -5% | -$178K | 1.5% | 15 |
|
|
2022
Q4 | $3.46M | Sell |
39,717
-810
| -2% | -$70.6K | 1.58% | 15 |
|
|
2022
Q3 | $3.06M | Buy |
40,527
+816
| +2% | +$61.5K | 1.88% | 10 |
|
|
2022
Q2 | $3.13M | Buy |
39,711
+5,176
| +15% | +$408K | 1.76% | 11 |
|
|
2022
Q1 | $3.03M | Sell |
34,535
-21,124
| -38% | -$1.85M | 1.52% | 13 |
|
|
2021
Q4 | $5.76M | Sell |
55,659
-8,677
| -13% | -$898K | 2.69% | 5 |
|
|
2021
Q3 | $5.93M | Sell |
64,336
-10,621
| -14% | -$978K | 3.08% | 4 |
|
|
2021
Q2 | $6.13M | Buy |
74,957
+3,099
| +4% | +$253K | 3.1% | 4 |
|
|
2021
Q1 | $4.78M | Buy |
71,858
+1,101
| +2% | +$73.2K | 2.71% | 7 |
|
|
2020
Q4 | $4.76M | Sell |
70,757
-10,344
| -13% | -$695K | 2.85% | 7 |
|
|
2020
Q3 | $4.79M | Buy |
81,101
+10,990
| +16% | +$649K | 3.49% | 6 |
|
|
2020
Q2 | $3.9M | Buy |
70,111
+2,316
| +3% | +$129K | 3.3% | 6 |
|
|
2020
Q1 | $3.53M | Buy |
67,795
+36,685
| +118% | +$1.91M | 3.32% | 5 |
|
|
2019
Q4 | $1.52M | Buy |
31,110
+5,746
| +23% | +$281K | 1.16% | 26 |
|
|
2019
Q3 | $1.14M | Buy |
25,364
+7,102
| +39% | +$320K | 0.85% | 28 |
|
|
2019
Q2 | $813K | Buy |
18,262
+2,600
| +17% | +$116K | 0.66% | 35 |
|
|
2019
Q1 | $718K | Sell |
15,662
-1,700
| -10% | -$77.9K | 0.6% | 42 |
|
|
2018
Q4 | $639K | Buy |
+17,362
| New | +$639K | 0.58% | 40 |
|