Alerus Financial’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Sell |
23,133
-560
| -2% | -$184K | 0.55% | 43 |
|
|
2025
Q1 | $6.33M | Sell |
23,693
-1,856
| -7% | -$496K | 0.51% | 49 |
|
|
2024
Q4 | $6.07M | Sell |
25,549
-11,318
| -31% | -$2.69M | 0.47% | 54 |
|
|
2024
Q3 | $9.64M | Sell |
36,867
-1,982
| -5% | -$518K | 0.71% | 25 |
|
|
2024
Q2 | $8.69M | Sell |
38,849
-967
| -2% | -$216K | 0.65% | 31 |
|
|
2024
Q1 | $7.6M | Sell |
39,816
-555
| -1% | -$106K | 0.57% | 40 |
|
|
2023
Q4 | $7.22M | Sell |
40,371
-9,013
| -18% | -$1.61M | 0.59% | 44 |
|
|
2023
Q3 | $8M | Buy |
49,384
+356
| +0.7% | +$57.6K | 0.71% | 30 |
|
|
2023
Q2 | $8.68M | Sell |
49,028
-307
| -0.6% | -$54.3K | 0.73% | 33 |
|
|
2023
Q1 | $8.44M | Buy |
+49,335
| New | +$8.44M | 0.75% | 29 |
|