TPM
Triasima Portfolio Management’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
21,500
-1,156
| -5% | -$208K | 0.71% | 51 |
|
|
2025
Q1 | $3.66M | Hold |
22,656
| – | – | 0.72% | 47 |
|
|
2024
Q4 | $3.93M | Buy |
22,656
+8,704
| +62% | +$1.51M | 0.76% | 42 |
|
|
2024
Q3 | $2.2M | Buy |
13,952
+450
| +3% | +$71.1K | 0.5% | 62 |
|
|
2024
Q2 | $1.82M | Hold |
13,502
| – | – | 0.17% | 83 |
|
|
2024
Q1 | $1.73M | Buy |
13,502
+11,584
| +604% | +$1.48M | 0.15% | 94 |
|
|
2023
Q4 | $230K | Buy |
+1,918
| New | +$230K | 0.02% | 125 |
|
|
2022
Q2 | – | Sell |
-50,535
| Closed | -$4.44M | – | 154 |
|
|
2022
Q1 | $4.44M | Buy |
50,535
+7,255
| +17% | +$637K | 0.21% | 53 |
|
|
2021
Q4 | $4.48M | Sell |
43,280
-4,760
| -10% | -$493K | 0.22% | 53 |
|
|
2021
Q3 | $4.42M | Hold |
48,040
| – | – | 0.24% | 53 |
|
|
2021
Q2 | $3.93M | Sell |
48,040
-10,250
| -18% | -$838K | 0.19% | 57 |
|
|
2021
Q1 | $3.88M | Buy |
58,290
+30,510
| +110% | +$2.03M | 0.2% | 56 |
|
|
2020
Q4 | $1.87M | Buy |
+27,780
| New | +$1.87M | 0.11% | 81 |
|