Capital Fund Management (CFM)’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 | – | Sell |
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|
2025
Q4 | $2.64M | Sell |
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|
2025
Q3 | $6.5M | Sell |
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|
2025
Q2 | $6.31M | Buy |
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|
2025
Q1 | $4.01M | Buy |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $651K | Buy |
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|
2018
Q3 | $377K | Buy |
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|
2018
Q2 | $246K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $291K | Sell |
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|
2017
Q3 | $258K | Buy |
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