Caprock Group’s Houlihan Lokey HLI Stock Holding History

Caprock Group’s Portfolio HLI Stock Details HLI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$782K	Buy
2025 Q1	$726K	Buy
2024 Q4	$763K	Buy
2024 Q3	$692K	Sell
2024 Q2	$593K	Sell
2024 Q1	$568K	Sell
2023 Q4	$584K	Hold
2023 Q3	$522K	Hold
2023 Q2	$479K	Hold
2023 Q1	$426K	Buy