Farmers & Merchants Investments Inc’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.56K | Buy |
42
+7
| +20% | +$1.26K | ﹤0.01% | 796 |
|
2025
Q1 | $5.65K | Buy |
35
+16
| +84% | +$2.58K | ﹤0.01% | 854 |
|
2024
Q4 | $3.3K | Hold |
19
| – | – | ﹤0.01% | 924 |
|
2024
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 975 |
|
2024
Q2 | $2.56K | Hold |
19
| – | – | ﹤0.01% | 1008 |
|
2024
Q1 | $2.44K | Hold |
19
| – | – | ﹤0.01% | 1016 |
|
2023
Q4 | $2.28K | Buy |
+19
| New | +$2.28K | ﹤0.01% | 1029 |
|
2020
Q4 | – | Sell |
-123
| Closed | -$7K | – | 849 |
|
2020
Q3 | $7K | Buy |
123
+10
| +9% | +$569 | ﹤0.01% | 644 |
|
2020
Q2 | $6K | Sell |
113
-23
| -17% | -$1.22K | ﹤0.01% | 668 |
|
2020
Q1 | $7K | Buy |
+136
| New | +$7K | ﹤0.01% | 570 |
|