Janney Montgomery Scott’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 | $738K | Sell |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $783K | Buy |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $339K | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $319K | Buy |
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