Fifth Third Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
1,550
+3
+0.2% +$540 0.01% 559
2025
Q1
$250K Buy
1,547
+5
+0.3% +$807 0.01% 568
2024
Q4
$268K Hold
1,542
0.01% 541
2024
Q3
$244K Buy
1,542
+13
+0.9% +$2.05K 0.01% 558
2024
Q2
$206K Buy
+1,529
New +$206K 0.02% 593