VFA
Values First Advisors’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-840
| Closed | -$146K | – | 204 |
|
|
2024
Q4 | $146K | Sell |
840
-487
| -37% | -$84.6K | 0.08% | 182 |
|
|
2024
Q3 | $210K | Sell |
1,327
-1,165
| -47% | -$184K | 0.11% | 141 |
|
|
2024
Q2 | $336K | Sell |
2,492
-139
| -5% | -$18.7K | 0.2% | 112 |
|
|
2024
Q1 | $337K | Buy |
+2,631
| New | +$337K | 0.2% | 124 |
|