Xponance’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $838K | Sell |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $233K | Buy |
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