Summit Financial’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,994	Closed	-$269K	–	547
2024 Q2	$269K	Buy	1,994 +310	+18%	+$41.8K	0.01%	434
2024 Q1	$216K	Buy	+1,684	New	+$216K	0.01%	362