Venturi Wealth Management’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-727	Closed	-$126K	–	1127
2024 Q4	$126K	Buy	727 +675	+1,298%	+$117K	0.01%	680
2024 Q3	$8.22K	Sell	52 -856	-94%	-$135K	﹤0.01%	1240
2024 Q2	$122K	Buy	+908	New	+$122K	0.01%	475