B. Riley Wealth Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $652K | Sell |
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|
2025
Q2 | $608K | Buy |
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|
2024
Q4 | $459K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $209K | Sell |
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|
2019
Q3 | $312K | Buy |
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|
2019
Q2 | $260K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $297K | Buy |
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|
2018
Q2 | $278K | Buy |
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|
2018
Q1 | $235K | Buy |
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