Xponance’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 | $1.43M | Buy |
7,958
+1,308
| +20% | +$235K | 0.01% | 611 |
|
|
2025
Q1 | $1.07M | Buy |
6,650
+132
| +2% | +$21.3K | 0.01% | 668 |
|
|
2024
Q4 | $1.13M | Buy |
6,518
+360
| +6% | +$62.5K | 0.01% | 685 |
|
|
2024
Q3 | $973K | Buy |
6,158
+221
| +4% | +$34.9K | 0.01% | 708 |
|
|
2024
Q2 | $801K | Sell |
5,937
-600
| -9% | -$80.9K | 0.01% | 750 |
|
|
2024
Q1 | $838K | Sell |
6,537
-60
| -0.9% | -$7.69K | 0.01% | 769 |
|
|
2023
Q4 | $791K | Buy |
6,597
+4,365
| +196% | +$523K | 0.01% | 758 |
|
|
2023
Q3 | $239K | Buy |
2,232
+40
| +2% | +$4.29K | ﹤0.01% | 1086 |
|
|
2023
Q2 | $215K | Sell |
2,192
-749
| -25% | -$73.6K | ﹤0.01% | 1130 |
|
|
2023
Q1 | $257K | Buy |
2,941
+77
| +3% | +$6.74K | ﹤0.01% | 1082 |
|
|
2022
Q4 | $250K | Buy |
2,864
+58
| +2% | +$5.06K | ﹤0.01% | 1077 |
|
|
2022
Q3 | $212K | Buy |
2,806
+33
| +1% | +$2.49K | ﹤0.01% | 1077 |
|
|
2022
Q2 | $219K | Buy |
2,773
+343
| +14% | +$27.1K | ﹤0.01% | 1077 |
|
|
2022
Q1 | $213K | Buy |
2,430
+10
| +0.4% | +$877 | ﹤0.01% | 1096 |
|
|
2021
Q4 | $251K | Buy |
2,420
+18
| +0.7% | +$1.87K | ﹤0.01% | 1079 |
|
|
2021
Q3 | $221K | Sell |
2,402
-443
| -16% | -$40.8K | ﹤0.01% | 1100 |
|
|
2021
Q2 | $233K | Buy |
+2,845
| New | +$233K | ﹤0.01% | 1133 |
|