HCM
Hilton Capital Management’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
20,549
-396
| -2% | -$71.3K | 0.3% | 70 |
|
|
2025
Q1 | $3.38M | Buy |
20,945
+2,357
| +13% | +$381K | 0.29% | 70 |
|
|
2024
Q4 | $3.23M | Buy |
18,588
+867
| +5% | +$151K | 0.28% | 70 |
|
|
2024
Q3 | $2.8M | Sell |
17,721
-2,364
| -12% | -$374K | 0.22% | 71 |
|
|
2024
Q2 | $2.71M | Buy |
20,085
+592
| +3% | +$79.8K | 0.23% | 72 |
|
|
2024
Q1 | $2.5M | Buy |
19,493
+10,977
| +129% | +$1.41M | 0.22% | 77 |
|
|
2023
Q4 | $1.02M | Buy |
8,516
+5,724
| +205% | +$686K | 0.11% | 69 |
|
|
2023
Q3 | $299K | Sell |
2,792
-30
| -1% | -$3.21K | 0.04% | 74 |
|
|
2023
Q2 | $277K | Buy |
+2,822
| New | +$277K | 0.03% | 77 |
|
|
2021
Q4 | – | Sell |
-142,238
| Closed | -$13.1M | – | 133 |
|
|
2021
Q3 | $13.1M | Sell |
142,238
-33,664
| -19% | -$3.1M | 1.28% | 29 |
|
|
2021
Q2 | $14.4M | Sell |
175,902
-24
| -0% | -$1.96K | 1.52% | 26 |
|
|
2021
Q1 | $11.7M | Sell |
175,926
-3,655
| -2% | -$243K | 1.27% | 33 |
|
|
2020
Q4 | $12.1M | Sell |
179,581
-12,234
| -6% | -$822K | 1.39% | 33 |
|
|
2020
Q3 | $11.3M | Buy |
191,815
+109,301
| +132% | +$6.45M | 1.36% | 28 |
|
|
2020
Q2 | $4.59M | Buy |
+82,514
| New | +$4.59M | 0.57% | 35 |
|