Scissortail Wealth Management’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Hold
2025
Q2
$253K Hold
2025
Q1
$227K Hold
2024
Q4
$244K Buy
2024
Q3
$222K Buy
2022
Q3
Sell
2022
Q2
$155K Buy
2022
Q1
Sell
2021
Q4
$155K Buy