Nisa Investment 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
Q3 | $296K | Buy |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $147K | Sell |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $170K | Buy |
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|
2023
Q1 | $94K | Sell |
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|
2022
Q4 | $107K | Hold |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $95K | Sell |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $147 | Sell |
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|
2021
Q2 | $155 | Hold |
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|
2021
Q1 | $126 | Hold |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $53K | Buy |
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