Commerce Bank’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 | $951K | Buy |
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|
2025
Q2 | $779K | Hold |
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|
2025
Q1 | $699K | Sell |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $714K | Sell |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $783K | Sell |
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|
2021
Q3 | $698K | Sell |
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|
2021
Q2 | $662K | Sell |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $476K | Sell |
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|
2020
Q2 | $467K | Sell |
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|
2020
Q1 | $466K | Buy |
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|
2019
Q4 | $424K | Buy |
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|
2019
Q3 | $350K | Buy |
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