Montanaro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $16.5M | Sell |
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|
2024
Q3 | $23.9M | Buy |
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|
2024
Q2 | $19.7M | Hold |
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|
2024
Q1 | $18.7M | Buy |
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|
2023
Q4 | $17.4M | Buy |
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|
2023
Q3 | $15.1M | Buy |
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|
2023
Q2 | $13.7M | Buy |
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|
2023
Q1 | $11.5M | Hold |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $9.8M | Buy |
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|
2022
Q2 | $8.88M | Hold |
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|
2022
Q1 | $9.88M | Sell |
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|
2021
Q4 | $17.1M | Sell |
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|
2021
Q3 | $17.1M | Buy |
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $11.9M | Buy |
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|
2020
Q4 | $7.87M | Buy |
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