CIBC Asset Management’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
1,644
| – | – | ﹤0.01% | 906 |
|
|
2025
Q1 | $266K | Buy |
1,644
+27
| +2% | +$4.36K | ﹤0.01% | 921 |
|
|
2024
Q4 | $281K | Buy |
1,617
+77
| +5% | +$13.4K | ﹤0.01% | 918 |
|
|
2024
Q3 | $243K | Buy |
1,540
+50
| +3% | +$7.9K | ﹤0.01% | 979 |
|
|
2024
Q2 | $201K | Buy |
+1,490
| New | +$201K | ﹤0.01% | 1030 |
|
|
2022
Q4 | – | Sell |
-2,749
| Closed | -$207K | – | 1149 |
|
|
2022
Q3 | $207K | Hold |
2,749
| – | – | ﹤0.01% | 1073 |
|
|
2022
Q2 | $217K | Sell |
2,749
-201
| -7% | -$15.9K | ﹤0.01% | 1067 |
|
|
2022
Q1 | $259K | Hold |
2,950
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q4 | $305K | Buy |
2,950
+110
| +4% | +$11.4K | ﹤0.01% | 1063 |
|
|
2021
Q3 | $262K | Buy |
2,840
+211
| +8% | +$19.5K | ﹤0.01% | 1112 |
|
|
2021
Q2 | $215K | Buy |
+2,629
| New | +$215K | ﹤0.01% | 1239 |
|