Private 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
Q2 | $38.2K | Buy |
213
+44
| +26% | +$7.9K | ﹤0.01% | 1330 |
|
|
2025
Q1 | $27.3K | Hold |
169
| – | – | ﹤0.01% | 1434 |
|
|
2024
Q4 | $29.3K | Buy |
+169
| New | +$29.3K | ﹤0.01% | 1359 |
|
|
2023
Q4 | – | Sell |
-70
| Closed | -$7.5K | – | 2354 |
|
|
2023
Q3 | $7.5K | Hold |
70
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q2 | $6.88K | Hold |
70
| – | – | ﹤0.01% | 1769 |
|
|
2023
Q1 | $6.12K | Sell |
70
-70
| -50% | -$6.12K | ﹤0.01% | 1777 |
|
|
2022
Q4 | $12K | Sell |
140
-75
| -35% | -$6.43K | ﹤0.01% | 1488 |
|
|
2022
Q3 | $16K | Sell |
215
-15
| -7% | -$1.12K | ﹤0.01% | 1275 |
|
|
2022
Q2 | $18K | Buy |
+230
| New | +$18K | ﹤0.01% | 1272 |
|