Truist Financial’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 | $1.41M | Sell |
7,827
-1,334
| -15% | -$240K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $1.48M | Sell |
9,161
-3,134
| -25% | -$506K | ﹤0.01% | 1353 |
|
|
2024
Q4 | $2.14M | Sell |
12,295
-464
| -4% | -$80.6K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $2.02M | Sell |
12,759
-785
| -6% | -$124K | ﹤0.01% | 1219 |
|
|
2024
Q2 | $1.83M | Sell |
13,544
-1,931
| -12% | -$260K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $1.98M | Sell |
15,475
-24,843
| -62% | -$3.18M | ﹤0.01% | 1275 |
|
|
2023
Q4 | $4.83M | Sell |
40,318
-4,556
| -10% | -$546K | 0.01% | 874 |
|
|
2023
Q3 | $4.81M | Buy |
44,874
+4,226
| +10% | +$453K | 0.01% | 855 |
|
|
2023
Q2 | $4M | Buy |
40,648
+1,359
| +3% | +$134K | 0.01% | 913 |
|
|
2023
Q1 | $3.44M | Sell |
39,289
-1,354
| -3% | -$118K | 0.01% | 980 |
|
|
2022
Q4 | $3.54M | Sell |
40,643
-29
| -0.1% | -$2.53K | 0.01% | 946 |
|
|
2022
Q3 | $3.07M | Sell |
40,672
-182
| -0.4% | -$13.7K | 0.01% | 972 |
|
|
2022
Q2 | $3.23M | Buy |
40,854
+3,218
| +9% | +$254K | 0.01% | 968 |
|
|
2022
Q1 | $3.3M | Buy |
37,636
+3,338
| +10% | +$293K | 0.01% | 1062 |
|
|
2021
Q4 | $3.55M | Sell |
34,298
-5,223
| -13% | -$541K | 0.01% | 1020 |
|
|
2021
Q3 | $3.64M | Sell |
39,521
-1,951
| -5% | -$180K | 0.01% | 1004 |
|
|
2021
Q2 | $3.39M | Sell |
41,472
-935
| -2% | -$76.5K | 0.01% | 1036 |
|
|
2021
Q1 | $2.82M | Sell |
42,407
-425
| -1% | -$28.3K | ﹤0.01% | 1076 |
|
|
2020
Q4 | $2.88M | Sell |
42,832
-256
| -0.6% | -$17.2K | 0.01% | 1024 |
|
|
2020
Q3 | $2.54M | Buy |
43,088
+5,989
| +16% | +$354K | 0.01% | 973 |
|
|
2020
Q2 | $2.07M | Buy |
37,099
+4,239
| +13% | +$236K | ﹤0.01% | 1007 |
|
|
2020
Q1 | $1.71M | Buy |
32,860
+3,607
| +12% | +$188K | ﹤0.01% | 1039 |
|
|
2019
Q4 | $1.43M | Buy |
+29,253
| New | +$1.43M | ﹤0.01% | 1278 |
|