Atria Investments’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 | $2.21M | Sell |
15,422
-4,228
| -22% | -$696K | 0.02% | 667 |
|
|
2025
Q4 | $3.42M | Buy |
19,650
+93
| +0.5% | +$17.1K | 0.04% | 511 |
|
|
2025
Q3 | $4.02M | Sell |
19,557
-232
| -1% | -$45.5K | 0.05% | 462 |
|
|
2025
Q2 | $3.56M | Buy |
19,789
+2,354
| +14% | +$395K | 0.04% | 506 |
|
|
2025
Q1 | $2.82M | Sell |
17,435
-2,514
| -13% | -$432K | 0.04% | 569 |
|
|
2024
Q4 | $3.46M | Sell |
19,949
-2,548
| -11% | -$449K | 0.04% | 474 |
|
|
2024
Q3 | $3.55M | Buy |
22,497
+809
| +4% | +$121K | 0.04% | 465 |
|
|
2024
Q2 | $2.92M | Buy |
21,688
+1,089
| +5% | +$143K | 0.04% | 508 |
|
|
2024
Q1 | $2.64M | Sell |
20,599
-980
| -5% | -$121K | 0.04% | 548 |
|
|
2023
Q4 | $2.59M | Buy |
21,579
+3,367
| +18% | +$365K | 0.04% | 501 |
|
|
2023
Q3 | $1.95M | Buy |
18,212
+4,814
| +36% | +$496K | 0.03% | 576 |
|
|
2023
Q2 | $1.32M | Sell |
13,398
-567
| -4% | -$51.3K | 0.02% | 724 |
|
|
2023
Q1 | $1.22M | Sell |
13,965
-1,450
| -9% | -$136K | 0.02% | 730 |
|
|
2022
Q4 | $1.34M | Buy |
15,415
+1,451
| +10% | +$130K | 0.03% | 647 |
|
|
2022
Q3 | $1.05M | Sell |
13,964
-657
| -4% | -$53.2K | 0.02% | 705 |
|
|
2022
Q2 | $1.15M | Sell |
14,621
-351
| -2% | -$29.3K | 0.02% | 691 |
|
|
2022
Q1 | $1.31M | Buy |
14,972
+1,322
| +10% | +$136K | 0.02% | 733 |
|
|
2021
Q4 | $1.41M | Sell |
13,650
-1,557
| -10% | -$166K | 0.03% | 694 |
|
|
2021
Q3 | $1.4M | Sell |
15,207
-764
| -5% | -$67K | 0.03% | 665 |
|
|
2021
Q2 | $1.31M | Buy |
+15,971
| New | +$1.16M | 0.03% | 670 |
|
|
2020
Q1 | – | Sell |
-9,115
| Closed | -$445K | – | 813 |
|
|
2019
Q4 | $445K | Buy |
+9,115
| New | +$430K | 0.01% | 827 |
|
Other funds holding HLI
VPM
VCM
