Caprock 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 | $726K | Buy |
4,492
+98
| +2% | +$15.8K | 0.02% | 577 |
|
|
2024
Q4 | $763K | Buy |
4,394
+16
| +0.4% | +$2.78K | 0.02% | 499 |
|
|
2024
Q3 | $692K | Sell |
4,378
-22
| -0.5% | -$3.48K | 0.03% | 482 |
|
|
2024
Q2 | $593K | Sell |
4,400
-30
| -0.7% | -$4.05K | 0.02% | 494 |
|
|
2024
Q1 | $568K | Sell |
4,430
-439
| -9% | -$56.3K | 0.03% | 370 |
|
|
2023
Q4 | $584K | Hold |
4,869
| – | – | 0.04% | 348 |
|
|
2023
Q3 | $522K | Hold |
4,869
| – | – | 0.04% | 346 |
|
|
2023
Q2 | $479K | Hold |
4,869
| – | – | 0.04% | 377 |
|
|
2023
Q1 | $426K | Buy |
+4,869
| New | +$426K | 0.03% | 399 |
|