Taylor Frigon Capital 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
2026 Q1	$954K	Sell	6,641 -259	-4%	-$42.6K	0.54%	91
2025 Q4	$1.2M	Buy	6,900 +106	+2%	+$19.5K	0.61%	91
2025 Q3	$1.4M	Buy	6,794 +119	+2%	+$23.3K	0.69%	79
2025 Q2	$1.2M	Sell	6,675 -97	-1%	-$16.3K	0.64%	82
2025 Q1	$1.09M	Buy	6,772 +35	+0.5%	+$6.01K	0.65%	85
2024 Q4	$1.17M	Sell	6,737 -5,565	-45%	-$980K	0.59%	85
2024 Q3	$1.94M	Sell	12,302 -2,394	-16%	-$358K	0.97%	47
2024 Q2	$1.98M	Sell	14,696 -398	-3%	-$52.1K	0.94%	48
2024 Q1	$1.93M	Sell	15,094 -311	-2%	-$38.5K	0.92%	49
2023 Q4	$1.85M	Sell	15,405 -469	-3%	-$50.8K	0.93%	41
2023 Q3	$1.7M	Buy	15,874 +77	+0.5%	+$7.94K	0.95%	45
2023 Q2	$1.55M	Sell	15,797 -581	-4%	-$52.6K	0.76%	54
2023 Q1	$1.43M	Sell	16,378 -349	-2%	-$32.8K	0.78%	56
2022 Q4	$1.46M	Sell	16,727 -953	-5%	-$85.7K	0.83%	46
2022 Q3	$1.33M	Buy	17,680 +73	+0.4%	+$5.92K	0.69%	60
2022 Q2	$1.39M	Sell	17,607 -59	-0.3%	-$4.93K	0.72%	58
2022 Q1	$1.55M	Sell	17,666 -310	-2%	-$31.9K	0.58%	66
2021 Q4	$1.86M	Buy	17,976 +86	+0.5%	+$9.18K	0.58%	57
2021 Q3	$1.65M	Buy	17,890 +516	+3%	+$45.2K	0.53%	55
2021 Q2	$1.42M	Buy	+17,374	New	+$1.26M	0.44%	62