SFMG Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

SFMG Wealth Advisors’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$352K	Hold
2025 Q2	$309K	Buy
2025 Q1	$276K	Sell
2024 Q4	$297K	Buy
2024 Q3	$270K	Buy
2024 Q2	$230K	Buy
2024 Q1	$218K	Buy
2023 Q4	$203K	Buy