Aviva’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 | $483K | Sell |
2,684
-1,061
| -28% | -$191K | ﹤0.01% | 759 |
|
|
2025
Q1 | $605K | Buy |
3,745
+424
| +13% | +$68.5K | ﹤0.01% | 691 |
|
|
2024
Q4 | $577K | Sell |
3,321
-806
| -20% | -$140K | ﹤0.01% | 741 |
|
|
2024
Q3 | $652K | Buy |
+4,127
| New | +$652K | ﹤0.01% | 749 |
|
|
2023
Q4 | – | Sell |
-5,664
| Closed | -$607K | – | 985 |
|
|
2023
Q3 | $607K | Buy |
+5,664
| New | +$607K | ﹤0.01% | 759 |
|
|
2023
Q1 | – | Sell |
-10,572
| Closed | -$921K | – | 1012 |
|
|
2022
Q4 | $921K | Sell |
10,572
-9,446
| -47% | -$823K | ﹤0.01% | 907 |
|
|
2022
Q3 | $1.51M | Sell |
20,018
-4,465
| -18% | -$337K | 0.01% | 788 |
|
|
2022
Q2 | $1.93M | Buy |
24,483
+2,137
| +10% | +$169K | 0.01% | 845 |
|
|
2022
Q1 | $1.96M | Sell |
22,346
-1,394
| -6% | -$122K | 0.01% | 856 |
|
|
2021
Q4 | $2.46M | Buy |
23,740
+4,771
| +25% | +$494K | 0.01% | 815 |
|
|
2021
Q3 | $1.75M | Buy |
+18,969
| New | +$1.75M | 0.01% | 781 |
|