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

Marshall Financial Group (Maryland)’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 		– Sell
-5,860
Closed -$946K – 259
2025
Q1 		$946K Buy
5,860
+661
+13% +$107K 0.21% 120
2024
Q4 		$903K Buy
+5,199
New +$903K 0.22% 120