KeyBank National Association’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$488K Sell
3,400
-5,105
-60% -$840K ﹤0.01% 844
2025
Q4
$1.48M Buy
8,505
+4,932
+138% +$905K 0.01% 503
2025
Q3
$734K Sell
3,573
-101
-3% -$19.8K ﹤0.01% 650
2025
Q2
$661K Sell
3,674
-194
-5% -$32.6K ﹤0.01% 684
2025
Q1
$625K Buy
+3,868
New +$664K ﹤0.01% 685
2024
Q3
Sell
-1,921
Closed -$259K 1147
2024
Q2
$259K Sell
1,921
-866
-31% -$113K ﹤0.01% 973
2024
Q1
$357K Sell
2,787
-108
-4% -$13.4K ﹤0.01% 885
2023
Q4
$347K Sell
2,895
-589
-17% -$63.9K ﹤0.01% 888
2023
Q3
$373K Sell
3,484
-549
-14% -$56.6K ﹤0.01% 803
2023
Q2
$396K Sell
4,033
-1,315
-25% -$119K ﹤0.01% 786
2023
Q1
$468K Hold
5,348
﹤0.01% 726
2022
Q4
$466K Hold
5,348
﹤0.01% 720
2022
Q3
$403K Hold
5,348
﹤0.01% 736
2022
Q2
$422K Buy
+5,348
New +$447K ﹤0.01% 735

Other funds holding HLI