Fulton Bank’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 | $1.11M | Sell |
6,180
-634
| -9% | -$114K | 0.04% | 270 |
|
2025
Q1 | $1.1M | Sell |
6,814
-807
| -11% | -$130K | 0.04% | 255 |
|
2024
Q4 | $1.32M | Buy |
7,621
+418
| +6% | +$72.6K | 0.05% | 239 |
|
2024
Q3 | $1.14M | Buy |
7,203
+489
| +7% | +$77.3K | 0.04% | 262 |
|
2024
Q2 | $905K | Buy |
6,714
+5
| +0.1% | +$674 | 0.04% | 286 |
|
2024
Q1 | $860K | Buy |
6,709
+257
| +4% | +$32.9K | 0.04% | 298 |
|
2023
Q4 | $774K | Buy |
6,452
+639
| +11% | +$76.6K | 0.03% | 294 |
|
2023
Q3 | $623K | Buy |
5,813
+394
| +7% | +$42.2K | 0.03% | 317 |
|
2023
Q2 | $533K | Buy |
5,419
+440
| +9% | +$43.3K | 0.03% | 333 |
|
2023
Q1 | $436K | Buy |
4,979
+410
| +9% | +$35.9K | 0.02% | 346 |
|
2022
Q4 | $398K | Buy |
4,569
+623
| +16% | +$54.3K | 0.02% | 350 |
|
2022
Q3 | $298K | Buy |
3,946
+709
| +22% | +$53.5K | 0.02% | 379 |
|
2022
Q2 | $256K | Buy |
3,237
+340
| +12% | +$26.9K | 0.01% | 417 |
|
2022
Q1 | $254K | Sell |
2,897
-211
| -7% | -$18.5K | 0.01% | 448 |
|
2021
Q4 | $321K | Sell |
3,108
-54
| -2% | -$5.58K | 0.01% | 418 |
|
2021
Q3 | $292K | Buy |
3,162
+27
| +0.9% | +$2.49K | 0.01% | 427 |
|
2021
Q2 | $256K | Buy |
3,135
+78
| +3% | +$6.37K | 0.01% | 436 |
|
2021
Q1 | $203K | Buy |
+3,057
| New | +$203K | 0.01% | 460 |
|