Wealth Alliance’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 | $374K | Buy |
2,602
+7
| +0.3% | +$1.15K | 0.04% | 370 |
|
|
2025
Q4 | $452K | Buy |
2,595
+83
| +3% | +$15.2K | 0.04% | 324 |
|
|
2025
Q3 | $516K | Buy |
2,512
+40
| +2% | +$7.84K | 0.05% | 289 |
|
|
2025
Q2 | $445K | Sell |
2,472
-601
| -20% | -$101K | 0.05% | 321 |
|
|
2025
Q1 | $496K | Buy |
3,073
+25
| +0.8% | +$4.29K | 0.06% | 278 |
|
|
2024
Q4 | $529K | Sell |
3,048
-79
| -3% | -$13.9K | 0.06% | 248 |
|
|
2024
Q3 | $494K | Buy |
3,127
+62
| +2% | +$9.26K | 0.06% | 267 |
|
|
2024
Q2 | $413K | Sell |
3,065
-133
| -4% | -$17.4K | 0.05% | 293 |
|
|
2024
Q1 | $410K | Sell |
3,198
-359
| -10% | -$44.4K | 0.05% | 316 |
|
|
2023
Q4 | $426K | Sell |
3,557
-79
| -2% | -$8.56K | 0.06% | 287 |
|
|
2023
Q3 | $390K | Sell |
3,636
-261
| -7% | -$26.9K | 0.06% | 281 |
|
|
2023
Q2 | $383K | Buy |
3,897
+246
| +7% | +$22.3K | 0.06% | 316 |
|
|
2023
Q1 | $319K | Buy |
3,651
+671
| +23% | +$63.1K | 0.05% | 344 |
|
|
2022
Q4 | $260K | Buy |
2,980
+44
| +1% | +$3.96K | 0.05% | 387 |
|
|
2022
Q3 | $221K | Sell |
2,936
-239
| -8% | -$19.4K | 0.04% | 404 |
|
|
2022
Q2 | $251K | Buy |
3,175
+225
| +8% | +$18.8K | 0.05% | 371 |
|
|
2022
Q1 | $259K | Sell |
2,950
-374
| -11% | -$38.5K | 0.05% | 361 |
|
|
2021
Q4 | $344K | Sell |
3,324
-1,085
| -25% | -$116K | 0.07% | 300 |
|
|
2021
Q3 | $406K | Buy |
4,409
+66
| +2% | +$5.78K | 0.09% | 254 |
|
|
2021
Q2 | $355K | Sell |
4,343
-148
| -3% | -$10.7K | 0.08% | 277 |
|
|
2021
Q1 | $299K | Sell |
4,491
-400
| -8% | -$27K | 0.08% | 290 |
|
|
2020
Q4 | $329K | Sell |
4,891
-40
| -0.8% | -$2.59K | 0.1% | 259 |
|
|
2020
Q3 | $291K | Sell |
4,931
-77
| -2% | -$4.41K | 0.1% | 239 |
|
|
2020
Q2 | $279K | Sell |
5,008
-27
| -0.5% | -$1.57K | 0.11% | 232 |
|
|
2020
Q1 | $262K | Buy |
+5,035
| New | +$261K | 0.14% | 180 |
|
Other funds holding HLI
VPM
VCM
