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Caprock Group’s HEICO HEI Stock Holding History

Caprock Group’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$285K Sell
1,067
-150
-12% -$40.1K 0.01% 884
2024
Q4 		$289K Sell
1,217
-126
-9% -$30K 0.01% 819
2024
Q3 		$351K Sell
1,343
-2
-0.1% -$523 0.01% 674
2024
Q2 		$301K Buy
+1,345
New +$301K 0.01% 677