Naples Global Advisors’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 | $814K | Sell |
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|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $839K | Sell |
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|
2024
Q3 | $932K | Sell |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $770K | Hold |
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|
2023
Q4 | $720K | Sell |
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|
2023
Q3 | $750K | Sell |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $648K | Hold |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $542K | Buy |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $496K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $257K | Buy |
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