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Aptus Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Aptus Capital Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.2M Buy
56,909
+5,008
+10% +$901K 0.08% 177
2025
Q1 		$8.38M Buy
51,901
+5,843
+13% +$944K 0.09% 194
2024
Q4 		$8M Buy
46,058
+8,335
+22% +$1.45M 0.08% 196
2024
Q3 		$5.96M Buy
+37,723
New +$5.96M 0.09% 190