FineMark National Bank & Trust’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 | $7.07M | Sell |
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|
2025
Q2 | $6.31M | Buy |
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|
2025
Q1 | $5.63M | Sell |
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|
2024
Q4 | $6.07M | Sell |
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|
2024
Q3 | $7.66M | Sell |
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|
2024
Q2 | $6.58M | Buy |
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|
2024
Q1 | $6.12M | Sell |
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|
2023
Q4 | $5.73M | Sell |
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|
2023
Q3 | $5.18M | Buy |
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|
2023
Q2 | $4.71M | Sell |
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|
2023
Q1 | $4.2M | Buy |
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|
2022
Q4 | $4M | Buy |
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|
2022
Q3 | $3.4M | Buy |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $3.77M | Buy |
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|
2021
Q4 | $4.25M | Buy |
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|
2021
Q3 | $3.77M | Buy |
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|
2021
Q2 | $3.22M | Buy |
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