Kingsview Wealth Management’s Houlihan Lokey HLI Stock Holding History

Kingsview 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
2025 Q3	$243K	Buy
2023 Q2	–	Sell
2023 Q1	$917K	Buy
2022 Q2	–	Sell
2022 Q1	$1.16M	Buy
2021 Q4	$1.04M	Buy