VisionPoint Advisory 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 Q1	–	Sell	-363	Closed	-$62.3K	–	251
2024 Q4	$62.3K	Buy	+363	New	+$62.3K	0.02%	279
2024 Q3	–	Sell	-134	Closed	-$18.1K	–	472
2024 Q2	$18.1K	Buy	+134	New	+$18.1K	0.01%	405