VELA Investment Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,684
| Closed | -$813K | – | 138 |
|
|
2024
Q4 | $813K | Hold |
4,684
| – | – | 0.23% | 94 |
|
|
2024
Q3 | $740K | Sell |
4,684
-6,094
| -57% | -$963K | 0.23% | 98 |
|
|
2024
Q2 | $1.45M | Hold |
10,778
| – | – | 0.45% | 68 |
|
|
2024
Q1 | $1.38M | Sell |
10,778
-1,314
| -11% | -$168K | 0.47% | 64 |
|
|
2023
Q4 | $1.45M | Hold |
12,092
| – | – | 0.55% | 52 |
|
|
2023
Q3 | $1.3M | Sell |
12,092
-803
| -6% | -$86K | 0.57% | 59 |
|
|
2023
Q2 | $1.27M | Hold |
12,895
| – | – | 0.59% | 65 |
|
|
2023
Q1 | $1.13M | Buy |
12,895
+6,925
| +116% | +$606K | 0.51% | 69 |
|
|
2022
Q4 | $520K | Sell |
5,970
-2,367
| -28% | -$206K | 0.26% | 109 |
|
|
2022
Q3 | $628K | Hold |
8,337
| – | – | 0.36% | 84 |
|
|
2022
Q2 | $658K | Buy |
8,337
+6
| +0.1% | +$474 | 0.38% | 79 |
|
|
2022
Q1 | $731K | Buy |
8,331
+3,965
| +91% | +$348K | 0.46% | 66 |
|
|
2021
Q4 | $452K | Buy |
+4,366
| New | +$452K | 0.3% | 97 |
|