Petrus Trust Company’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,833
| Closed | -$318K | – | 680 |
|
|
2024
Q4 | $318K | Buy |
+1,833
| New | +$318K | 0.03% | 406 |
|
|
2024
Q1 | – | Sell |
-3,089
| Closed | -$370K | – | 706 |
|
|
2023
Q4 | $370K | Buy |
+3,089
| New | +$370K | 0.04% | 352 |
|
|
2020
Q3 | – | Sell |
-3,690
| Closed | -$205K | – | 309 |
|
|
2020
Q2 | $205K | Buy |
+3,690
| New | +$205K | 0.02% | 186 |
|