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PFW Advisors’s Houlihan Lokey HLI Stock Holding History

PFW Advisors’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 		$252K Hold
1,402
– – 0.08% 108
2025
Q1 		$226K Hold
1,402
– – 0.07% 114
2024
Q4 		$243K Buy
+1,402
New +$243K 0.07% 109
2019
Q3 		$222K Buy
+1,402
New +$222K 0.07% 114