Vestmark Advisory Solutions’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 | $543K | Sell |
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|
2025
Q2 | $856K | Buy |
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|
2025
Q1 | $403K | Buy |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | $213K | Buy |
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