Marshall Financial Group (Maryland)’s Houlihan Lokey HLI Stock Holding History

Marshall Financial Group (Maryland)’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 Q2	–	Sell
2025 Q1	$946K	Buy
2024 Q4	$903K	Buy