Intrust 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 | $1.08M | Buy |
6,004
+892
| +17% | +$161K | 0.1% | 149 |
|
|
2025
Q1 | $826K | Buy |
5,112
+540
| +12% | +$87.2K | 0.08% | 172 |
|
|
2024
Q4 | $794K | Sell |
4,572
-101
| -2% | -$17.5K | 0.08% | 179 |
|
|
2024
Q3 | $738K | Sell |
4,673
-16
| -0.3% | -$2.53K | 0.07% | 194 |
|
|
2024
Q2 | $632K | Sell |
4,689
-74
| -2% | -$9.98K | 0.07% | 205 |
|
|
2024
Q1 | $611K | Sell |
4,763
-161
| -3% | -$20.6K | 0.07% | 220 |
|
|
2023
Q4 | $590K | Sell |
4,924
-26
| -0.5% | -$3.12K | 0.07% | 218 |
|
|
2023
Q3 | $530K | Sell |
4,950
-41
| -0.8% | -$4.39K | 0.07% | 225 |
|
|
2023
Q2 | $491K | Sell |
4,991
-26
| -0.5% | -$2.56K | 0.06% | 245 |
|
|
2023
Q1 | $439K | Sell |
5,017
-92
| -2% | -$8.05K | 0.06% | 258 |
|
|
2022
Q4 | $445K | Sell |
5,109
-9
| -0.2% | -$784 | 0.06% | 241 |
|
|
2022
Q3 | $385K | Sell |
5,118
-45
| -0.9% | -$3.39K | 0.06% | 253 |
|
|
2022
Q2 | $408K | Sell |
5,163
-139
| -3% | -$11K | 0.06% | 252 |
|
|
2022
Q1 | $465K | Sell |
5,302
-90
| -2% | -$7.89K | 0.06% | 252 |
|
|
2021
Q4 | $558K | Hold |
5,392
| – | – | 0.07% | 222 |
|
|
2021
Q3 | $497K | Sell |
5,392
-44
| -0.8% | -$4.06K | 0.07% | 228 |
|
|
2021
Q2 | $444K | Sell |
5,436
-542
| -9% | -$44.3K | 0.06% | 249 |
|
|
2021
Q1 | $397K | Sell |
5,978
-614
| -9% | -$40.8K | 0.06% | 261 |
|
|
2020
Q4 | $443K | Buy |
6,592
+44
| +0.7% | +$2.96K | 0.07% | 225 |
|
|
2020
Q3 | $386K | Sell |
6,548
-164
| -2% | -$9.67K | 0.07% | 220 |
|
|
2020
Q2 | $373K | Buy |
6,712
+24
| +0.4% | +$1.33K | 0.07% | 228 |
|
|
2020
Q1 | $349K | Buy |
+6,688
| New | +$349K | 0.1% | 213 |
|