Dogwood Wealth Management’s Houlihan Lokey HLI Stock Holding History

Dogwood Wealth Management’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
2026 Q2	–	Sell
2026 Q1	$2.73K	Sell
2025 Q4	$12K	Sell
2025 Q3	$15K	Buy
2025 Q2	$10.9K	Buy