Martingale Asset Management’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 | – | Sell |
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|
2025
Q4 | $213K | Sell |
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|
2025
Q3 | $315K | Sell |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $2.46M | Buy |
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|
2021
Q2 | $910K | Sell |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $741K | Sell |
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|
2020
Q3 | $727K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.56M | Sell |
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|
2018
Q1 | $1.39M | Buy |
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|
2017
Q4 | $309K | Buy |
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