Wealthspire Advisors (New York)’s Houlihan Lokey HLI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio HLI Stock Details HLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$98.7K	Buy
2022 Q1	–	Sell
2021 Q4	$692K	Buy
2020 Q4	–	Sell
2020 Q3	$2.11M	Hold
2020 Q2	$1.98M	Hold
2020 Q1	$1.86M	Buy