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Callan Family Office’s Houlihan Lokey HLI Stock Holding History

Callan Family Office’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 		$844K Buy
4,688
+3,188
+213% +$574K 0.03% 442
2025
Q1 		$242K Buy
1,500
+87
+6% +$14.1K 0.02% 480
2024
Q4 		$245K Buy
+1,413
New +$245K 0.02% 548