Allworth Financial’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Buy |
85
+6
| +8% | +$1.56K | ﹤0.01% | 2450 |
|
|
2025
Q1 | $15.8K | Sell |
79
-7
| -8% | -$1.4K | ﹤0.01% | 2201 |
|
|
2024
Q4 | $16.5K | Buy |
86
+21
| +32% | +$4.02K | ﹤0.01% | 2204 |
|
|
2024
Q3 | $13.2K | Hold |
65
| – | – | ﹤0.01% | 2137 |
|
|
2024
Q2 | $11.3K | Buy |
65
+7
| +12% | +$1.22K | ﹤0.01% | 2179 |
|
|
2024
Q1 | $8.87K | Buy |
58
+2
| +4% | +$306 | ﹤0.01% | 2160 |
|
|
2023
Q4 | $7.92K | Sell |
56
-20
| -26% | -$2.83K | ﹤0.01% | 2077 |
|
|
2023
Q3 | $9.77K | Buy |
76
+20
| +36% | +$2.57K | ﹤0.01% | 1852 |
|
|
2023
Q2 | $7.81K | Hold |
56
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q1 | $7.55K | Hold |
56
| – | – | ﹤0.01% | 1884 |
|
|
2022
Q4 | $6.65K | Hold |
56
| – | – | ﹤0.01% | 1806 |
|
|
2022
Q3 | $6K | Buy |
56
+1
| +2% | +$107 | ﹤0.01% | 1822 |
|
|
2022
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 1703 |
|
|
2022
Q1 | $7K | Buy |
55
+46
| +511% | +$5.86K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1825 |
|