Atria Investments’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 | $3.56M | Buy |
19,789
+2,354
| +14% | +$424K | 0.04% | 506 |
|
|
2025
Q1 | $2.82M | Sell |
17,435
-2,514
| -13% | -$406K | 0.04% | 569 |
|
|
2024
Q4 | $3.46M | Sell |
19,949
-2,548
| -11% | -$442K | 0.04% | 474 |
|
|
2024
Q3 | $3.55M | Buy |
22,497
+809
| +4% | +$128K | 0.04% | 465 |
|
|
2024
Q2 | $2.92M | Buy |
21,688
+1,089
| +5% | +$147K | 0.04% | 508 |
|
|
2024
Q1 | $2.64M | Sell |
20,599
-980
| -5% | -$126K | 0.04% | 548 |
|
|
2023
Q4 | $2.59M | Buy |
21,579
+3,367
| +18% | +$404K | 0.04% | 501 |
|
|
2023
Q3 | $1.95M | Buy |
18,212
+4,814
| +36% | +$516K | 0.03% | 576 |
|
|
2023
Q2 | $1.32M | Sell |
13,398
-567
| -4% | -$55.7K | 0.02% | 724 |
|
|
2023
Q1 | $1.22M | Sell |
13,965
-1,450
| -9% | -$127K | 0.02% | 730 |
|
|
2022
Q4 | $1.34M | Buy |
15,415
+1,451
| +10% | +$126K | 0.03% | 647 |
|
|
2022
Q3 | $1.05M | Sell |
13,964
-657
| -4% | -$49.5K | 0.02% | 705 |
|
|
2022
Q2 | $1.15M | Sell |
14,621
-351
| -2% | -$27.7K | 0.02% | 691 |
|
|
2022
Q1 | $1.32M | Buy |
14,972
+1,322
| +10% | +$116K | 0.02% | 733 |
|
|
2021
Q4 | $1.41M | Sell |
13,650
-1,557
| -10% | -$161K | 0.03% | 694 |
|
|
2021
Q3 | $1.4M | Sell |
15,207
-764
| -5% | -$70.4K | 0.03% | 665 |
|
|
2021
Q2 | $1.31M | Buy |
+15,971
| New | +$1.31M | 0.03% | 670 |
|
|
2020
Q1 | – | Sell |
-9,115
| Closed | -$445K | – | 813 |
|
|
2019
Q4 | $445K | Buy |
+9,115
| New | +$445K | 0.01% | 827 |
|