Amalgamated Bank’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 | $4.73M | Sell |
26,268
-130
| -0.5% | -$23.4K | 0.04% | 418 |
|
|
2025
Q1 | $4.26M | Sell |
26,398
-759
| -3% | -$123K | 0.04% | 429 |
|
|
2024
Q4 | $4.72M | Sell |
27,157
-77
| -0.3% | -$13.4K | 0.04% | 412 |
|
|
2024
Q3 | $4.3M | Buy |
27,234
+740
| +3% | +$117K | 0.04% | 448 |
|
|
2024
Q2 | $3.57M | Sell |
26,494
-1,942
| -7% | -$262K | 0.03% | 594 |
|
|
2024
Q1 | $3.65M | Sell |
28,436
-5,198
| -15% | -$666K | 0.03% | 622 |
|
|
2023
Q4 | $4.03M | Buy |
33,634
+24,441
| +266% | +$2.93M | 0.03% | 594 |
|
|
2023
Q3 | $985K | Buy |
9,193
+1,413
| +18% | +$151K | 0.01% | 1118 |
|
|
2023
Q2 | $765K | Buy |
7,780
+615
| +9% | +$60.5K | 0.01% | 1243 |
|
|
2023
Q1 | $627K | Sell |
7,165
-1,046
| -13% | -$91.5K | 0.01% | 1326 |
|
|
2022
Q4 | $716K | Buy |
8,211
+116
| +1% | +$10.1K | 0.01% | 1284 |
|
|
2022
Q3 | $610K | Buy |
8,095
+15
| +0.2% | +$1.13K | 0.01% | 1337 |
|
|
2022
Q2 | $638K | Sell |
8,080
-4
| -0% | -$316 | 0.01% | 1348 |
|
|
2022
Q1 | $710K | Sell |
8,084
-607
| -7% | -$53.3K | 0.01% | 1386 |
|
|
2021
Q4 | $900K | Sell |
8,691
-93
| -1% | -$9.63K | 0.01% | 1296 |
|
|
2021
Q3 | $809K | Sell |
8,784
-710
| -7% | -$65.4K | 0.01% | 1355 |
|
|
2021
Q2 | $777K | Buy |
9,494
+2,124
| +29% | +$174K | 0.01% | 1408 |
|
|
2021
Q1 | $490K | Sell |
7,370
-716
| -9% | -$47.6K | 0.02% | 992 |
|
|
2020
Q4 | $544K | Buy |
8,086
+127
| +2% | +$8.54K | 0.02% | 916 |
|
|
2020
Q3 | $470K | Buy |
7,959
+878
| +12% | +$51.8K | 0.02% | 871 |
|
|
2020
Q2 | $394K | Sell |
7,081
-438
| -6% | -$24.4K | 0.02% | 956 |
|
|
2020
Q1 | $392K | Sell |
7,519
-201
| -3% | -$10.5K | 0.01% | 1018 |
|
|
2019
Q4 | $377K | Buy |
7,720
+995
| +15% | +$48.6K | 0.01% | 1267 |
|
|
2019
Q3 | $303K | Buy |
6,725
+676
| +11% | +$30.5K | 0.01% | 1319 |
|
|
2019
Q2 | $269K | Buy |
6,049
+944
| +18% | +$42K | 0.01% | 1418 |
|
|
2019
Q1 | $234K | Buy |
+5,105
| New | +$234K | 0.01% | 1420 |
|
|
2018
Q3 | – | Sell |
-4,553
| Closed | -$233K | – | 1522 |
|
|
2018
Q2 | $233K | Buy |
+4,553
| New | +$233K | 0.01% | 1469 |
|