AA
Ancora Advisors’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.6M | Buy |
281,222
+850
| +0.3% | +$153K | 1.05% | 17 |
|
|
2025
Q1 | $45.3M | Sell |
280,372
-3,399
| -1% | -$549K | 1.01% | 20 |
|
|
2024
Q4 | $49.3M | Sell |
283,771
-3,748
| -1% | -$651K | 1.1% | 17 |
|
|
2024
Q3 | $45.4M | Buy |
287,519
+3,226
| +1% | +$510K | 1.03% | 20 |
|
|
2024
Q2 | $38.3M | Sell |
284,293
-1,234
| -0.4% | -$166K | 0.95% | 25 |
|
|
2024
Q1 | $36.6M | Buy |
285,527
+3,782
| +1% | +$485K | 0.83% | 30 |
|
|
2023
Q4 | $33.8M | Sell |
281,745
-1,135
| -0.4% | -$136K | 0.79% | 31 |
|
|
2023
Q3 | $30.3M | Buy |
282,880
+201
| +0.1% | +$21.5K | 0.8% | 31 |
|
|
2023
Q2 | $27.8M | Sell |
282,679
-1,301
| -0.5% | -$128K | 0.73% | 30 |
|
|
2023
Q1 | $24.8M | Buy |
283,980
+34,217
| +14% | +$2.99M | 0.7% | 32 |
|
|
2022
Q4 | $21.8M | Buy |
249,763
+10,538
| +4% | +$918K | 0.63% | 35 |
|
|
2022
Q3 | $18M | Buy |
239,225
+1,524
| +0.6% | +$115K | 0.56% | 37 |
|
|
2022
Q2 | $18.8M | Buy |
237,701
+3,662
| +2% | +$289K | 0.53% | 40 |
|
|
2022
Q1 | $20.5M | Sell |
234,039
-13,295
| -5% | -$1.17M | 0.5% | 46 |
|
|
2021
Q4 | $25.6M | Sell |
247,334
-25,602
| -9% | -$2.65M | 0.61% | 40 |
|
|
2021
Q3 | $25.1M | Buy |
272,936
+1,191
| +0.4% | +$110K | 0.65% | 33 |
|
|
2021
Q2 | $22.2M | Buy |
271,745
+5,965
| +2% | +$488K | 0.58% | 41 |
|
|
2021
Q1 | $17.7M | Buy |
265,780
+43,671
| +20% | +$2.9M | 0.49% | 52 |
|
|
2020
Q4 | $14.9M | Buy |
222,109
+6,564
| +3% | +$441K | 0.48% | 55 |
|
|
2020
Q3 | $12.7M | Buy |
215,545
+198,545
| +1,168% | +$11.7M | 0.51% | 53 |
|
|
2020
Q2 | $946K | Buy |
17,000
+3,130
| +23% | +$174K | 0.04% | 319 |
|
|
2020
Q1 | $723K | Buy |
+13,870
| New | +$723K | 0.03% | 368 |
|