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Congress Wealth Management’s Houlihan Lokey HLI Stock Holding History

Congress Wealth Management’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 		$8.99M Sell
49,941
-13,809
-22% -$2.49M 0.09% 269
2025
Q1 		$10.3M Buy
+63,750
New +$10.3M 0.12% 196