F.L. Putnam Investment Management’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 | $34.3M | Buy |
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|
2025
Q2 | $29.5M | Sell |
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|
2025
Q1 | $26.7M | Sell |
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|
2024
Q4 | $29.5M | Buy |
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|
2024
Q3 | $26M | Sell |
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|
2024
Q2 | $22.2M | Sell |
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|
2024
Q1 | $22M | Sell |
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|
2023
Q4 | $20.7M | Buy |
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|
2023
Q3 | $18.2M | Sell |
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|
2023
Q2 | $16.8M | Sell |
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|
2023
Q1 | $15M | Sell |
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|
2022
Q4 | $15.6M | Sell |
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|
2022
Q3 | $13.6M | Sell |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $15.8M | Sell |
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|
2021
Q4 | $19M | Sell |
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|
2021
Q3 | $16.9M | Buy |
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|
2021
Q2 | $14.6M | Buy |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $12.1M | Buy |
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|
2020
Q3 | $9.8M | Sell |
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|
2020
Q2 | $9.72M | Buy |
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|
2020
Q1 | $2.04M | Buy |
|