Yorktown Management & Research 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 | $693K | Hold |
3,850
| – | – | 0.66% | 32 |
|
|
2025
Q1 | $622K | Hold |
3,850
| – | – | 0.68% | 38 |
|
|
2024
Q4 | $669K | Hold |
3,850
| – | – | 0.64% | 36 |
|
|
2024
Q3 | $608K | Hold |
3,850
| – | – | 0.62% | 45 |
|
|
2024
Q2 | $519K | Hold |
3,850
| – | – | 0.56% | 55 |
|
|
2024
Q1 | $494K | Hold |
3,850
| – | – | 0.47% | 68 |
|
|
2023
Q4 | $462K | Hold |
3,850
| – | – | 0.48% | 70 |
|
|
2023
Q3 | $412K | Hold |
3,850
| – | – | 0.46% | 73 |
|
|
2023
Q2 | $378K | Hold |
3,850
| – | – | 0.41% | 110 |
|
|
2023
Q1 | $337K | Hold |
3,850
| – | – | 0.36% | 116 |
|
|
2022
Q4 | $336K | Buy |
+3,850
| New | +$336K | 0.41% | 117 |
|