Alpine Woods Capital Investors’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 | $768K | Sell |
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|
2025
Q2 | $674K | Sell |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $712K | Hold |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $862K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $507K | Sell |
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|
2022
Q3 | $941K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $980K | Buy |
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|
2020
Q4 | $950K | Buy |
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|
2020
Q3 | $302K | Buy |
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