Blue Trust Inc’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 | $681K | Buy |
3,784
+290
| +8% | +$52.2K | 0.01% | 368 |
|
|
2025
Q1 | $564K | Sell |
3,494
-157
| -4% | -$25.4K | 0.01% | 382 |
|
|
2024
Q4 | $634K | Sell |
3,651
-1,082
| -23% | -$188K | 0.01% | 321 |
|
|
2024
Q3 | $638K | Buy |
4,733
+1,010
| +27% | +$136K | 0.01% | 378 |
|
|
2024
Q2 | $477K | Buy |
3,723
+986
| +36% | +$126K | 0.01% | 394 |
|
|
2024
Q1 | $351K | Buy |
2,737
+221
| +9% | +$28.3K | ﹤0.01% | 349 |
|
|
2023
Q4 | $270K | Buy |
2,516
+468
| +23% | +$50.2K | ﹤0.01% | 359 |
|
|
2023
Q3 | $201K | Buy |
2,048
+1,415
| +224% | +$139K | ﹤0.01% | 432 |
|
|
2023
Q2 | $56K | Sell |
633
-4,632
| -88% | -$410K | ﹤0.01% | 662 |
|
|
2023
Q1 | $459K | Buy |
5,265
+1,415
| +37% | +$123K | 0.01% | 312 |
|
|
2022
Q4 | $290K | Buy |
3,850
+1,770
| +85% | +$133K | 0.01% | 358 |
|
|
2022
Q3 | $164K | Buy |
2,080
+458
| +28% | +$36.1K | ﹤0.01% | 378 |
|
|
2022
Q2 | $142K | Buy |
+1,622
| New | +$142K | ﹤0.01% | 398 |
|