FourThought Financial Partners’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	–	Sell	-1,418	Closed	-$247K	–	446
2025 Q4	$247K	Sell	1,418 -35	-2%	-$6.42K	0.02%	385
2025 Q3	$298K	Buy	+1,453	New	+$285K	0.03%	351
2025 Q2	–	Sell	-1,677	Closed	-$271K	–	319
2025 Q1	$271K	Buy	1,677 +20	+1%	+$3.44K	0.03%	254
2024 Q4	$288K	Sell	1,657 -49	-3%	-$8.63K	0.03%	247
2024 Q3	$270K	Sell	1,706 -6,910	-80%	-$1.03M	0.03%	159
2024 Q2	$1.16M	Buy	8,616 +119	+1%	+$15.6K	0.15%	100
2024 Q1	$1.09M	Buy	8,497 +476	+6%	+$58.9K	0.12%	122
2023 Q4	$962K	Sell	8,021 -520	-6%	-$56.4K	0.12%	130
2023 Q3	$915K	Sell	8,541 -416	-5%	-$42.9K	0.13%	124
2023 Q2	$881K	Buy	8,957 +724	+9%	+$65.5K	0.12%	135
2023 Q1	$720K	Sell	8,233 -174	-2%	-$16.4K	0.1%	145
2022 Q4	$733K	Buy	+8,407	New	+$756K	0.11%	147