Cornerstone Planning Group’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8K	Sell	72 -130	-64%	-$21.4K	﹤0.01%	867
2025 Q4	$36.5K	Buy	202 +1	+0.5%	+$184	0.01%	418
2025 Q3	$40.1K	Buy	201 +129	+179%	+$25.3K	0.01%	393
2025 Q2	$13.9K	Sell	72 -36	-33%	-$6.05K	﹤0.01%	485
2025 Q1	$16.8K	Buy	108 +43	+66%	+$7.38K	﹤0.01%	450
2024 Q4	$11.7K	Sell	65 -5	-7%	-$880	﹤0.01%	393
2024 Q3	$11.7K	Sell	70 -26	-27%	-$3.88K	﹤0.01%	385
2024 Q2	$13.9K	Sell	96 -13	-12%	-$1.7K	﹤0.01%	374
2024 Q1	$14.4K	Sell	109 -2	-2%	-$247	﹤0.01%	343
2023 Q4	$13.3K	Sell	111 -7	-6%	-$759	﹤0.01%	379
2023 Q3	$12.6K	Hold	118	–	–	﹤0.01%	381
2023 Q2	$11.6K	Buy	+118	New	+$10.7K	﹤0.01%	594
2022 Q4	$6.03K	Buy	+63	New	+$5.66K	﹤0.01%	806