UMB Bank’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 | $288K | Buy |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $222K | Buy |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $135K | Buy |
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|
2024
Q2 | $103K | Buy |
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|
2024
Q1 | $96.8K | Sell |
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|
2023
Q4 | $104K | Hold |
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|
2023
Q3 | $93.2K | Buy |
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|
2023
Q2 | $63.4K | Hold |
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|
2023
Q1 | $56.4K | Hold |
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|
2022
Q4 | $56K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $21K | Buy |
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