KeyBank National Association’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 | $661K | Sell |
3,674
-194
| -5% | -$34.9K | ﹤0.01% | 684 |
|
|
2025
Q1 | $625K | Buy |
+3,868
| New | +$625K | ﹤0.01% | 685 |
|
|
2024
Q3 | – | Sell |
-1,921
| Closed | -$259K | – | 1147 |
|
|
2024
Q2 | $259K | Sell |
1,921
-866
| -31% | -$117K | ﹤0.01% | 973 |
|
|
2024
Q1 | $357K | Sell |
2,787
-108
| -4% | -$13.8K | ﹤0.01% | 885 |
|
|
2023
Q4 | $347K | Sell |
2,895
-589
| -17% | -$70.6K | ﹤0.01% | 888 |
|
|
2023
Q3 | $373K | Sell |
3,484
-549
| -14% | -$58.8K | ﹤0.01% | 803 |
|
|
2023
Q2 | $396K | Sell |
4,033
-1,315
| -25% | -$129K | ﹤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 | +$422K | ﹤0.01% | 735 |
|