Ameriprise’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 | $21.5M | Sell |
|
|||||
|
2025
Q2 | $88.1M | Sell |
|
|||||
|
2025
Q1 | $96.1M | Sell |
|
|||||
|
2024
Q4 | $134M | Buy |
|
|||||
|
2024
Q3 | $110M | Sell |
|
|||||
|
2024
Q2 | $118M | Sell |
|
|||||
|
2024
Q1 | $116M | Sell |
|
|||||
|
2023
Q4 | $139M | Buy |
|
|||||
|
2023
Q3 | $118M | Buy |
|
|||||
|
2023
Q2 | $94.5M | Buy |
|
|||||
|
2023
Q1 | $83.6M | Buy |
|
|||||
|
2022
Q4 | $65.5M | Sell |
|
|||||
|
2022
Q3 | $73.8M | Buy |
|
|||||
|
2022
Q2 | $74.3M | Buy |
|
|||||
|
2022
Q1 | $72.1M | Sell |
|
|||||
|
2021
Q4 | $100M | Sell |
|
|||||
|
2021
Q3 | $108M | Sell |
|
|||||
|
2021
Q2 | $110M | Sell |
|
|||||
|
2021
Q1 | $90.7M | Buy |
|
|||||
|
2020
Q4 | $56.5M | Buy |
|
|||||
|
2020
Q3 | $46.9M | Sell |
|
|||||
|
2020
Q2 | $81.5M | Sell |
|
|||||
|
2020
Q1 | $89.5M | Sell |
|
|||||
|
2019
Q4 | $100M | Buy |
|
|||||
|
2019
Q3 | $83M | Sell |
|
|||||
|
2019
Q2 | $83.5M | Sell |
|
|||||
|
2019
Q1 | $93M | Sell |
|
|||||
|
2018
Q4 | $83.9M | Buy |
|
|||||
|
2018
Q3 | $101M | Buy |
|
|||||
|
2018
Q2 | $112M | Sell |
|
|||||
|
2018
Q1 | $103M | Buy |
|
|||||
|
2017
Q4 | $63.7M | Buy |
|
|||||
|
2017
Q3 | $29.9M | Buy |
|
|||||
|
2017
Q2 | $26.3M | Buy |
|
|||||
|
2017
Q1 | $22.1M | Buy |
|