BOK Financial’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Buy |
10,863
+315
| +3% | +$51.8K | 0.02% | 363 |
|
|
2025
Q4 | $1.84M | Sell |
10,548
-2,196
| -17% | -$403K | 0.03% | 329 |
|
|
2025
Q3 | $2.62M | Buy |
12,744
+5,999
| +89% | +$1.18M | 0.04% | 305 |
|
|
2025
Q2 | $1.21M | Buy |
+6,745
| New | +$1.13M | 0.02% | 422 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | -$318 | – | 1379 |
|
|
2024
Q3 | $318 | Hold |
2
| – | – | ﹤0.01% | 1285 |
|
|
2024
Q2 | $270 | Hold |
2
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q1 | $256 | Hold |
2
| – | – | ﹤0.01% | 1165 |
|
|
2023
Q4 | $239 | Hold |
2
| – | – | ﹤0.01% | 1222 |
|
|
2023
Q3 | $201 | Sell |
2
-57
| -97% | -$5.88K | ﹤0.01% | 1142 |
|
|
2023
Q2 | $5.8K | Hold |
59
| – | – | ﹤0.01% | 961 |
|
|
2023
Q1 | $5.16K | Sell |
59
-17,401
| -100% | -$1.64M | ﹤0.01% | 1049 |
|
|
2022
Q4 | $1.52M | Sell |
17,460
-207
| -1% | -$18.6K | 0.03% | 417 |
|
|
2022
Q3 | $1.33M | Buy |
17,667
+2,214
| +14% | +$179K | 0.03% | 444 |
|
|
2022
Q2 | $1.22M | Sell |
15,453
-16
| -0.1% | -$1.34K | 0.02% | 484 |
|
|
2022
Q1 | $1.36M | Sell |
15,469
-272
| -2% | -$28K | 0.02% | 504 |
|
|
2021
Q4 | $1.63M | Sell |
15,741
-1,216
| -7% | -$130K | 0.03% | 461 |
|
|
2021
Q3 | $1.56M | Buy |
+16,957
| New | +$1.49M | 0.03% | 457 |
|
|
2021
Q1 | $1.1M | Buy |
16,538
+333
| +2% | +$22.5K | 0.02% | 525 |
|
|
2020
Q4 | $1.09M | Sell |
16,205
-454
| -3% | -$29.4K | 0.02% | 496 |
|
|
2020
Q3 | $983K | Sell |
16,659
-412
| -2% | -$23.6K | 0.02% | 465 |
|
|
2020
Q2 | $949K | Buy |
17,071
+329
| +2% | +$19.2K | 0.02% | 470 |
|
|
2020
Q1 | $872K | Sell |
16,742
-871
| -5% | -$45.1K | 0.03% | 443 |
|
|
2019
Q4 | $861K | Sell |
17,613
-283
| -2% | -$13.4K | 0.02% | 551 |
|
|
2019
Q3 | $807K | Buy |
17,896
+1,075
| +6% | +$47.6K | 0.02% | 551 |
|
|
2019
Q2 | $749K | Sell |
16,821
-2,501
| -13% | -$117K | 0.02% | 558 |
|
|
2019
Q1 | $886K | Buy |
19,322
+676
| +4% | +$29.8K | 0.02% | 514 |
|
|
2018
Q4 | $686K | Buy |
18,646
+6,770
| +57% | +$276K | 0.02% | 541 |
|
|
2018
Q3 | $534K | Buy |
11,876
+861
| +8% | +$41.7K | 0.01% | 667 |
|
|
2018
Q2 | $564K | Buy |
11,015
+2,128
| +24% | +$102K | 0.02% | 637 |
|
|
2018
Q1 | $396K | Buy |
+8,887
| New | +$421K | 0.01% | 701 |
|
Other funds holding HLI
VPM
VCM
