Avior Wealth Management’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
Q2 | $1.53M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.63M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.44M | Hold |
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|
2023
Q3 | $1.29M | Hold |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $938K | Hold |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.7M | Hold |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.4M | Hold |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $938K | Hold |
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|
2019
Q4 | $880K | Hold |
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|
2019
Q3 | $812K | Hold |
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|
2019
Q2 | $802K | Hold |
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|
2019
Q1 | $825K | Buy |
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|
2018
Q4 | $343K | Hold |
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|
2018
Q3 | $419K | Hold |
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|
2018
Q2 | $478K | Buy |
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|
2018
Q1 | $365K | Buy |
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