Cassaday & Co Wealth Management’s Houlihan Lokey HLI Stock Holding History

Cassaday & Co Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$371K	Buy
2025 Q2	$321K	Sell
2025 Q1	$300K	Sell
2024 Q4	$344K	Buy
2024 Q3	$310K	Sell
2024 Q2	$266K	Sell
2024 Q1	$263K	Hold
2023 Q4	$246K	Hold
2023 Q3	$220K	Hold
2023 Q2	$202K	Buy