Williamson Legacy 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 Q2	–	Sell	-5,457	Closed	-$881K	–	121
2025 Q1	$881K	Sell	5,457 -66	-1%	-$10.7K	0.84%	63
2024 Q4	$959K	Buy	+5,523	New	+$959K	0.64%	47