Strategic Wealth Investment Group’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	$38.9K	Buy	+216	New	+$38.9K	0.06%	65
2025 Q1	–	Sell	-7,779	Closed	-$1.35M	–	79
2024 Q4	$1.35M	Sell	7,779 -324	-4%	-$56.3K	0.15%	64
2024 Q3	$1.29M	Buy	8,103 +62	+0.8%	+$9.9K	0.14%	67
2024 Q2	$1.09M	Buy	+8,041	New	+$1.09M	0.14%	69