Avantax Advisory Services’s Houlihan Lokey HLI Stock Holding History

Avantax Advisory Services’s Portfolio HLI Stock Details HLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$754K	Sell
2025 Q1	$692K	Sell
2024 Q4	$914K	Sell
2024 Q3	$950K	Sell
2024 Q2	$944K	Buy
2024 Q1	$236K	Sell
2023 Q4	$237K	Hold
2023 Q3	$211K	Buy