First 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 | $627K | Hold |
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|
2025
Q2 | $550K | Sell |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $174K | Buy |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $166K | Hold |
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|
2020
Q2 | $156K | Buy |
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|
2020
Q1 | $111K | Buy |
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|
2019
Q4 | $42K | Buy |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $10K | Buy |
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