Sowell Financial Services’s Houlihan Lokey HLI Stock Holding History

Sowell Financial Services’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	$939K	Buy
2025 Q2	$813K	Buy
2025 Q1	$313K	Buy
2021 Q2	–	Sell
2021 Q1	$254K	Sell
2020 Q4	$294K	Buy
2020 Q3	$247K	Buy
2020 Q2	$185K	Hold
2020 Q1	$173K	Buy
2019 Q4	$90K	Buy
2019 Q3	$1K	Buy