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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Buy |
1,528
+81
| +6% | +$13.3K | ﹤0.01% | 1184 |
|
|
2025
Q4 | $252K | Buy |
1,447
+4
| +0.3% | +$734 | ﹤0.01% | 1176 |
|
|
2025
Q3 | $296K | Buy |
1,443
+10
| +0.7% | +$1.96K | ﹤0.01% | 1161 |
|
|
2025
Q2 | $258K | Buy |
1,433
+46
| +3% | +$7.73K | ﹤0.01% | 1155 |
|
|
2025
Q1 | $224K | Hold |
1,387
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q4 | $241K | Buy |
1,387
+150
| +12% | +$26.4K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $195K | Hold |
1,237
| – | – | ﹤0.01% | 1286 |
|
|
2024
Q2 | $167K | Hold |
1,237
| – | – | ﹤0.01% | 1361 |
|
|
2024
Q1 | $159K | Buy |
1,237
+15
| +1% | +$1.86K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $147K | Sell |
1,222
-506
| -29% | -$54.9K | ﹤0.01% | 1353 |
|
|
2023
Q3 | $185K | Hold |
1,728
| – | – | ﹤0.01% | 1327 |
|
|
2023
Q2 | $170K | Buy |
1,728
+648
| +60% | +$58.6K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $94K | Sell |
1,080
-150
| -12% | -$14.1K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $107K | Hold |
1,230
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q3 | $110K | Buy |
1,230
+30
| +3% | +$2.43K | ﹤0.01% | 1459 |
|
|
2022
Q2 | $95K | Sell |
1,200
-284
| -19% | -$23.7K | ﹤0.01% | 1528 |
|
|
2022
Q1 | $130K | Sell |
1,484
-116
| -7% | -$11.9K | ﹤0.01% | 1533 |
|
|
2021
Q4 | $170K | Hold |
1,600
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q3 | $147 | Sell |
1,600
-300
| -16% | -$26.3K | ﹤0.01% | 1534 |
|
|
2021
Q2 | $155 | Hold |
1,900
| – | – | ﹤0.01% | 1502 |
|
|
2021
Q1 | $126 | Hold |
1,900
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q4 | $128K | Buy |
1,900
+1,000
| +111% | +$64.8K | ﹤0.01% | 1640 |
|
|
2020
Q3 | $53K | Buy |
+900
| New | +$51.6K | ﹤0.01% | 1783 |
|
Other funds holding HLI
VPM
VCM
