Truist Financial’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Sell |
6,985
-697
| -9% | -$115K | ﹤0.01% | 1708 |
|
|
2025
Q4 | $1.34M | Sell |
7,682
-431
| -5% | -$79.1K | ﹤0.01% | 1517 |
|
|
2025
Q3 | $1.67M | Buy |
8,113
+286
| +4% | +$56.1K | ﹤0.01% | 1431 |
|
|
2025
Q2 | $1.41M | Sell |
7,827
-1,334
| -15% | -$224K | ﹤0.01% | 1448 |
|
|
2025
Q1 | $1.48M | Sell |
9,161
-3,134
| -25% | -$538K | ﹤0.01% | 1357 |
|
|
2024
Q4 | $2.14M | Sell |
12,295
-464
| -4% | -$81.7K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $2.02M | Sell |
12,759
-785
| -6% | -$117K | ﹤0.01% | 1226 |
|
|
2024
Q2 | $1.83M | Sell |
13,544
-1,931
| -12% | -$253K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $1.98M | Sell |
15,475
-24,843
| -62% | -$3.07M | ﹤0.01% | 1280 |
|
|
2023
Q4 | $4.83M | Sell |
40,318
-4,556
| -10% | -$494K | 0.01% | 875 |
|
|
2023
Q3 | $4.81M | Buy |
44,874
+4,226
| +10% | +$436K | 0.01% | 857 |
|
|
2023
Q2 | $4M | Buy |
40,648
+1,359
| +3% | +$123K | 0.01% | 916 |
|
|
2023
Q1 | $3.44M | Sell |
39,289
-1,354
| -3% | -$127K | 0.01% | 984 |
|
|
2022
Q4 | $3.54M | Sell |
40,643
-29
| -0.1% | -$2.61K | 0.01% | 947 |
|
|
2022
Q3 | $3.07M | Sell |
40,672
-182
| -0.4% | -$14.7K | 0.01% | 974 |
|
|
2022
Q2 | $3.23M | Buy |
40,854
+3,218
| +9% | +$269K | 0.01% | 970 |
|
|
2022
Q1 | $3.3M | Buy |
37,636
+3,338
| +10% | +$344K | 0.01% | 1064 |
|
|
2021
Q4 | $3.55M | Sell |
34,298
-5,223
| -13% | -$558K | 0.01% | 1024 |
|
|
2021
Q3 | $3.64M | Sell |
39,521
-1,951
| -5% | -$171K | 0.01% | 1007 |
|
|
2021
Q2 | $3.39M | Sell |
41,472
-935
| -2% | -$67.7K | 0.01% | 1039 |
|
|
2021
Q1 | $2.82M | Sell |
42,407
-425
| -1% | -$28.7K | ﹤0.01% | 1080 |
|
|
2020
Q4 | $2.88M | Sell |
42,832
-256
| -0.6% | -$16.6K | 0.01% | 1026 |
|
|
2020
Q3 | $2.54M | Buy |
43,088
+5,989
| +16% | +$343K | 0.01% | 976 |
|
|
2020
Q2 | $2.06M | Buy |
37,099
+4,239
| +13% | +$247K | ﹤0.01% | 1011 |
|
|
2020
Q1 | $1.71M | Buy |
32,860
+3,607
| +12% | +$187K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $1.43M | Buy |
+29,253
| New | +$1.38M | ﹤0.01% | 1288 |
|
Other funds holding HLI
VPM
VCM
