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Kestra Private Wealth Services’s Houlihan Lokey HLI Stock Holding History

Kestra Private Wealth Services’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$380K Sell
2,111
-4,420
-68% -$795K 0.01% 1156
2025
Q1 		$1.05M Buy
6,531
+2,098
+47% +$339K 0.02% 659
2024
Q4 		$770K Buy
4,433
+1,255
+39% +$218K 0.01% 747
2024
Q3 		$502K Buy
+3,178
New +$502K 0.01% 871