Private Trust Company’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 | $34.7K | Sell |
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|
2025
Q2 | $38.2K | Buy |
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|
2025
Q1 | $27.3K | Hold |
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|
2024
Q4 | $29.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.5K | Hold |
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|
2023
Q2 | $6.88K | Hold |
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|
2023
Q1 | $6.12K | Sell |
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|
2022
Q4 | $12K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $18K | Buy |
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