West Coast Financial’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 |
-17,930
| Closed | -$2.9M | – | 58 |
|
|
2025
Q1 | $2.9M | Sell |
17,930
-2,382
| -12% | -$385K | 0.33% | 54 |
|
|
2024
Q4 | $3.53M | Sell |
20,312
-1,699
| -8% | -$295K | 0.39% | 49 |
|
|
2024
Q3 | $3.48M | Sell |
22,011
-813
| -4% | -$128K | 0.38% | 53 |
|
|
2024
Q2 | $3.08M | Sell |
22,824
-881
| -4% | -$119K | 0.36% | 53 |
|
|
2024
Q1 | $3.04M | Sell |
23,705
-1,581
| -6% | -$203K | 0.37% | 51 |
|
|
2023
Q4 | $3.03M | Sell |
25,286
-85,699
| -77% | -$10.3M | 0.4% | 51 |
|
|
2023
Q3 | $11.9M | Sell |
110,985
-1,997
| -2% | -$214K | 1.77% | 12 |
|
|
2023
Q2 | $11.1M | Buy |
112,982
+148
| +0.1% | +$14.6K | 1.57% | 14 |
|
|
2023
Q1 | $9.87M | Sell |
112,834
-1,710
| -1% | -$150K | 1.51% | 16 |
|
|
2022
Q4 | $9.98M | Buy |
114,544
+973
| +0.9% | +$84.8K | 1.69% | 14 |
|
|
2022
Q3 | $8.56M | Buy |
113,571
+890
| +0.8% | +$67.1K | 1.58% | 15 |
|
|
2022
Q2 | $8.89M | Buy |
112,681
+1,026
| +0.9% | +$81K | 1.58% | 18 |
|
|
2022
Q1 | $9.8M | Buy |
111,655
+1,482
| +1% | +$130K | 1.51% | 18 |
|
|
2021
Q4 | $11.4M | Sell |
110,173
-1,373
| -1% | -$142K | 1.63% | 18 |
|
|
2021
Q3 | $10.3M | Sell |
111,546
-1,132
| -1% | -$104K | 1.65% | 13 |
|
|
2021
Q2 | $9.22M | Sell |
112,678
-1,478
| -1% | -$121K | 1.5% | 19 |
|
|
2021
Q1 | $7.59M | Sell |
114,156
-7,223
| -6% | -$480K | 1.32% | 23 |
|
|
2020
Q4 | $8.16M | Sell |
121,379
-2,383
| -2% | -$160K | 1.57% | 17 |
|
|
2020
Q3 | $7.31M | Sell |
123,762
-1,836
| -1% | -$108K | 1.65% | 19 |
|
|
2020
Q2 | $6.99M | Buy |
125,598
+59,099
| +89% | +$3.29M | 1.7% | 17 |
|
|
2020
Q1 | $3.47M | Buy |
+66,499
| New | +$3.47M | 0.92% | 43 |
|