Blue Trust Inc’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
$830K Buy
2025
Q2
$681K Buy
2025
Q1
$564K Sell
2024
Q4
$634K Sell
2024
Q3
$638K Buy
2024
Q2
$477K Buy
2024
Q1
$351K Buy
2023
Q4
$270K Buy
2023
Q3
$201K Buy
2023
Q2
$56K Sell
2023
Q1
$459K Buy
2022
Q4
$290K Buy
2022
Q3
$164K Buy
2022
Q2
$142K Buy