Okabena Investment Services’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,382	Closed	-$241K	–	153
2025 Q4	$241K	Hold	1,382	–	–	0.05%	138
2025 Q3	$284K	Hold	1,382	–	–	0.06%	131
2025 Q2	$249K	Hold	1,382	–	–	0.06%	125
2025 Q1	$223K	Hold	1,382	–	–	0.06%	123
2024 Q4	$240K	Hold	1,382	–	–	0.07%	112
2024 Q3	$218K	Buy	+1,382	New	+$206K	0.06%	104
2023 Q4	–	Sell	-62	Closed	-$6.64K	–	121
2023 Q3	$6.64K	Hold	62	–	–	0.01%	92
2023 Q2	$6.09K	Sell	62 -5,937	-99%	-$537K	﹤0.01%	143
2023 Q1	$858K	Buy	5,999 +5,814	+3,143%	+$547K	0.6%	42
2022 Q4	$16.1K	Sell	185 -1,197	-87%	-$108K	0.01%	118
2022 Q3	$104K	Hold	1,382	–	–	0.05%	118
2022 Q2	$109K	Buy	1,382 +123	+10%	+$10.3K	0.06%	104
2022 Q1	$111K	Hold	1,259	–	–	0.05%	109
2021 Q4	$130K	Buy	+1,259	New	+$134K	0.05%	114