OneDigital Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell	1,269 -34	-3%	-$6.12K	﹤0.01%	1316
2025 Q1	$210K	Buy	+1,303	New	+$210K	﹤0.01%	1304
2022 Q1	–	Sell	-1,946	Closed	-$201K	–	778
2021 Q4	$201K	Buy	+1,946	New	+$201K	0.01%	718