Retirement Wealth Solutions’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
$4.67K Hold
26
﹤0.01% 309
2025
Q1
$4.18K Sell
26
-16
-38% -$2.57K ﹤0.01% 299
2024
Q4
$7.02K Buy
+42
New +$7.02K 0.01% 266