GeoWealth Management’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19	Closed	-$3.3K	–	1384
2024 Q4	$3.3K	Buy	19 +1	+6%	+$174	﹤0.01%	1599
2024 Q3	$2.84K	Buy	+18	New	+$2.84K	﹤0.01%	1522