Atria Wealth Solutions’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,626	Closed	-$263K	–	1653
2025 Q1	$263K	Buy	1,626 +1	+0.1%	+$162	﹤0.01%	1543
2024 Q4	$282K	Buy	1,625 +95	+6%	+$16.5K	﹤0.01%	1567
2024 Q3	$242K	Buy	+1,530	New	+$242K	﹤0.01%	1639