Triasima Portfolio Management’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
Q2 | $3.87M | Sell |
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|
2025
Q1 | $3.66M | Hold |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.82M | Hold |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $4.48M | Sell |
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|
2021
Q3 | $4.42M | Hold |
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|
2021
Q2 | $3.93M | Sell |
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|
2021
Q1 | $3.88M | Buy |
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|
2020
Q4 | $1.87M | Buy |
|