Bessemer Group’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 | $343K | Buy |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $94K | Hold |
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|
2023
Q4 | $87K | Buy |
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|
2023
Q3 | $68K | Hold |
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|
2023
Q2 | $63K | Buy |
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|
2023
Q1 | $17K | Sell |
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|
2022
Q4 | $37K | Buy |
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|
2022
Q3 | $31K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $71K | Buy |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $451K | Hold |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | $27K | Buy |
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