Deutsche 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.89M | Sell |
34,018
-2,011
| -6% | -$331K | ﹤0.01% | 1304 |
|
|
2025
Q4 | $6.28M | Buy |
36,029
+26,124
| +264% | +$4.8M | ﹤0.01% | 1217 |
|
|
2025
Q3 | $2.03M | Sell |
9,905
-40,258
| -80% | -$7.89M | ﹤0.01% | 1761 |
|
|
2025
Q2 | $9.03M | Buy |
50,163
+40,557
| +422% | +$6.81M | ﹤0.01% | 1026 |
|
|
2025
Q1 | $1.55M | Buy |
9,606
+2,394
| +33% | +$411K | ﹤0.01% | 1903 |
|
|
2024
Q4 | $1.25M | Sell |
7,212
-11,879
| -62% | -$2.09M | ﹤0.01% | 2126 |
|
|
2024
Q3 | $3.02M | Buy |
19,091
+960
| +5% | +$143K | ﹤0.01% | 1519 |
|
|
2024
Q2 | $2.45M | Buy |
18,131
+11,914
| +192% | +$1.56M | ﹤0.01% | 1543 |
|
|
2024
Q1 | $797K | Buy |
6,217
+259
| +4% | +$32K | ﹤0.01% | 2119 |
|
|
2023
Q4 | $714K | Buy |
5,958
+445
| +8% | +$48.2K | ﹤0.01% | 2200 |
|
|
2023
Q3 | $591K | Sell |
5,513
-489
| -8% | -$50.4K | ﹤0.01% | 2049 |
|
|
2023
Q2 | $590K | Sell |
6,002
-31,879
| -84% | -$2.88M | ﹤0.01% | 2266 |
|
|
2023
Q1 | $3.31M | Sell |
37,881
-304
| -0.8% | -$28.6K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $3.33M | Buy |
38,185
+13,395
| +54% | +$1.2M | ﹤0.01% | 1392 |
|
|
2022
Q3 | $1.87M | Sell |
24,790
-5,356
| -18% | -$434K | ﹤0.01% | 1658 |
|
|
2022
Q2 | $2.38M | Sell |
30,146
-101,335
| -77% | -$8.47M | ﹤0.01% | 1679 |
|
|
2022
Q1 | $11.5M | Buy |
131,481
+63,635
| +94% | +$6.55M | 0.01% | 1038 |
|
|
2021
Q4 | $7.02M | Buy |
67,846
+22,425
| +49% | +$2.39M | ﹤0.01% | 1271 |
|
|
2021
Q3 | $4.18M | Buy |
45,421
+3,777
| +9% | +$331K | ﹤0.01% | 1614 |
|
|
2021
Q2 | $3.41M | Buy |
41,644
+2,228
| +6% | +$161K | ﹤0.01% | 1783 |
|
|
2021
Q1 | $2.62M | Sell |
39,416
-8,732
| -18% | -$589K | ﹤0.01% | 1969 |
|
|
2020
Q4 | $3.24M | Buy |
48,148
+15,701
| +48% | +$1.02M | ﹤0.01% | 1607 |
|
|
2020
Q3 | $1.92M | Buy |
32,447
+5,140
| +19% | +$295K | ﹤0.01% | 1769 |
|
|
2020
Q2 | $1.52M | Sell |
27,307
-5,941
| -18% | -$346K | ﹤0.01% | 1958 |
|
|
2020
Q1 | $1.73M | Buy |
33,248
+15,569
| +88% | +$807K | ﹤0.01% | 1788 |
|
|
2019
Q4 | $863K | Buy |
17,679
+2,287
| +15% | +$108K | ﹤0.01% | 2453 |
|
|
2019
Q3 | $693K | Sell |
15,392
-96,957
| -86% | -$4.29M | ﹤0.01% | 2514 |
|
|
2019
Q2 | $5M | Buy |
112,349
+80,212
| +250% | +$3.75M | ﹤0.01% | 1813 |
|
|
2019
Q1 | $1.47M | Sell |
32,137
-33,086
| -51% | -$1.46M | ﹤0.01% | 2717 |
|
|
2018
Q4 | $2.4M | Sell |
65,223
-15,827
| -20% | -$645K | ﹤0.01% | 2276 |
|
|
2018
Q3 | $3.64M | Sell |
81,050
-205,117
| -72% | -$9.94M | ﹤0.01% | 2439 |
|
|
2018
Q2 | $14.7M | Buy |
286,167
+140,013
| +96% | +$6.7M | 0.01% | 1410 |
|
|
2018
Q1 | $6.52M | Buy |
146,154
+86,350
| +144% | +$4.09M | ﹤0.01% | 2000 |
|
|
2017
Q4 | $2.71M | Buy |
59,804
+36,315
| +155% | +$1.55M | ﹤0.01% | 2516 |
|
|
2017
Q3 | $918K | Sell |
23,489
-93,026
| -80% | -$3.4M | ﹤0.01% | 3083 |
|
|
2017
Q2 | $4.07M | Sell |
116,515
-26,512
| -19% | -$900K | ﹤0.01% | 2069 |
|
|
2017
Q1 | $4.93M | Buy |
143,027
+101,910
| +248% | +$3.25M | ﹤0.01% | 1687 |
|
|
2016
Q4 | $1.28M | Buy |
41,117
+15,114
| +58% | +$410K | ﹤0.01% | 2535 |
|
|
2016
Q3 | $650K | Buy |
26,003
+15,559
| +149% | +$375K | ﹤0.01% | 3072 |
|
|
2016
Q2 | $232K | Buy |
10,444
+6,610
| +172% | +$159K | ﹤0.01% | 3696 |
|
|
2016
Q1 | $94K | Sell |
3,834
-28,331
| -88% | -$688K | ﹤0.01% | 4052 |
|
|
2015
Q4 | $841K | Buy |
32,165
+666
| +2% | +$15.2K | ﹤0.01% | 2992 |
|
|
2015
Q3 | $685K | Buy |
+31,499
| New | +$690K | ﹤0.01% | 3178 |
|
Other funds holding HLI
VPM
VCM
