UMB Bank’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 | $252K | Buy |
1,403
+31
| +2% | +$5.58K | ﹤0.01% | 542 |
|
|
2025
Q1 | $222K | Buy |
1,372
+470
| +52% | +$75.9K | ﹤0.01% | 554 |
|
|
2024
Q4 | $157K | Buy |
902
+45
| +5% | +$7.82K | ﹤0.01% | 604 |
|
|
2024
Q3 | $135K | Buy |
857
+96
| +13% | +$15.2K | ﹤0.01% | 649 |
|
|
2024
Q2 | $103K | Buy |
761
+6
| +0.8% | +$809 | ﹤0.01% | 673 |
|
|
2024
Q1 | $96.8K | Sell |
755
-115
| -13% | -$14.7K | ﹤0.01% | 706 |
|
|
2023
Q4 | $104K | Hold |
870
| – | – | ﹤0.01% | 691 |
|
|
2023
Q3 | $93.2K | Buy |
870
+225
| +35% | +$24.1K | ﹤0.01% | 704 |
|
|
2023
Q2 | $63.4K | Hold |
645
| – | – | ﹤0.01% | 795 |
|
|
2023
Q1 | $56.4K | Hold |
645
| – | – | ﹤0.01% | 814 |
|
|
2022
Q4 | $56K | Buy |
645
+496
| +333% | +$43.1K | ﹤0.01% | 824 |
|
|
2022
Q3 | $11K | Sell |
149
-59
| -28% | -$4.36K | ﹤0.01% | 1278 |
|
|
2022
Q2 | $17K | Hold |
208
| – | – | ﹤0.01% | 1236 |
|
|
2022
Q1 | $18K | Hold |
208
| – | – | ﹤0.01% | 1285 |
|
|
2021
Q4 | $21K | Buy |
+208
| New | +$21K | ﹤0.01% | 1259 |
|