FineMark National Bank & Trust’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 | $6.31M | Buy |
35,063
+212
| +0.6% | +$38.1K | 0.21% | 104 |
|
|
2025
Q1 | $5.63M | Sell |
34,851
-77
| -0.2% | -$12.4K | 0.21% | 109 |
|
|
2024
Q4 | $6.07M | Sell |
34,928
-13,555
| -28% | -$2.35M | 0.21% | 101 |
|
|
2024
Q3 | $7.66M | Sell |
48,483
-317
| -0.6% | -$50.1K | 0.27% | 88 |
|
|
2024
Q2 | $6.58M | Buy |
48,800
+1,076
| +2% | +$145K | 0.24% | 95 |
|
|
2024
Q1 | $6.12M | Sell |
47,724
-77
| -0.2% | -$9.87K | 0.23% | 96 |
|
|
2023
Q4 | $5.73M | Sell |
47,801
-537
| -1% | -$64.4K | 0.23% | 94 |
|
|
2023
Q3 | $5.18M | Buy |
48,338
+428
| +0.9% | +$45.8K | 0.23% | 100 |
|
|
2023
Q2 | $4.71M | Sell |
47,910
-149
| -0.3% | -$14.6K | 0.19% | 106 |
|
|
2023
Q1 | $4.2M | Buy |
48,059
+2,220
| +5% | +$194K | 0.18% | 113 |
|
|
2022
Q4 | $4M | Buy |
45,839
+739
| +2% | +$64.4K | 0.18% | 108 |
|
|
2022
Q3 | $3.4M | Buy |
45,100
+1,112
| +3% | +$83.8K | 0.16% | 117 |
|
|
2022
Q2 | $3.47M | Buy |
43,988
+1,029
| +2% | +$81.2K | 0.15% | 119 |
|
|
2022
Q1 | $3.77M | Buy |
42,959
+1,871
| +5% | +$164K | 0.15% | 122 |
|
|
2021
Q4 | $4.25M | Buy |
41,088
+188
| +0.5% | +$19.5K | 0.16% | 115 |
|
|
2021
Q3 | $3.77M | Buy |
40,900
+1,560
| +4% | +$144K | 0.16% | 117 |
|
|
2021
Q2 | $3.22M | Buy |
+39,340
| New | +$3.22M | 0.13% | 124 |
|