Amalgamated Bank’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
3,467
+437
| +14% | +$143K | 0.01% | 1001 |
|
|
2025
Q1 | $810K | Buy |
3,030
+87
| +3% | +$23.3K | 0.01% | 1101 |
|
|
2024
Q4 | $700K | Hold |
2,943
| – | – | 0.01% | 1180 |
|
|
2024
Q3 | $770K | Sell |
2,943
-36
| -1% | -$9.42K | 0.01% | 1145 |
|
|
2024
Q2 | $666K | Buy |
2,979
+39
| +1% | +$8.72K | 0.01% | 1188 |
|
|
2024
Q1 | $562K | Sell |
2,940
-1,667
| -36% | -$319K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $824K | Sell |
4,607
-801
| -15% | -$143K | 0.01% | 1234 |
|
|
2023
Q3 | $876K | Sell |
5,408
-977
| -15% | -$158K | 0.01% | 1167 |
|
|
2023
Q2 | $1.13M | Buy |
6,385
+742
| +13% | +$131K | 0.01% | 1086 |
|
|
2023
Q1 | $965K | Buy |
5,643
+661
| +13% | +$113K | 0.01% | 1130 |
|
|
2022
Q4 | $765K | Buy |
4,982
+17
| +0.3% | +$2.61K | 0.01% | 1254 |
|
|
2022
Q3 | $715K | Buy |
4,965
+57
| +1% | +$8.21K | 0.01% | 1246 |
|
|
2022
Q2 | $644K | Buy |
4,908
+229
| +5% | +$30K | 0.01% | 1344 |
|
|
2022
Q1 | $718K | Buy |
4,679
+226
| +5% | +$34.7K | 0.01% | 1379 |
|
|
2021
Q4 | $642K | Buy |
4,453
+405
| +10% | +$58.4K | ﹤0.01% | 1456 |
|
|
2021
Q3 | $534K | Sell |
4,048
-435
| -10% | -$57.4K | ﹤0.01% | 1542 |
|
|
2021
Q2 | $625K | Buy |
4,483
+2,293
| +105% | +$320K | 0.01% | 1500 |
|
|
2021
Q1 | $276K | Sell |
2,190
-72
| -3% | -$9.07K | 0.01% | 1316 |
|
|
2020
Q4 | $299K | Sell |
2,262
-38
| -2% | -$5.02K | 0.01% | 1228 |
|
|
2020
Q3 | $241K | Sell |
2,300
-24
| -1% | -$2.52K | 0.01% | 1227 |
|
|
2020
Q2 | $232K | Sell |
2,324
-3,836
| -62% | -$383K | 0.01% | 1228 |
|
|
2020
Q1 | $460K | Sell |
6,160
-24
| -0.4% | -$1.79K | 0.01% | 948 |
|
|
2019
Q4 | $706K | Buy |
6,184
+268
| +5% | +$30.6K | 0.01% | 950 |
|
|
2019
Q3 | $739K | Buy |
5,916
+1,277
| +28% | +$160K | 0.02% | 862 |
|
|
2019
Q2 | $621K | Sell |
4,639
-4,198
| -48% | -$562K | 0.01% | 966 |
|
|
2019
Q1 | $838K | Buy |
8,837
+140
| +2% | +$13.3K | 0.02% | 786 |
|
|
2018
Q4 | $674K | Buy |
8,697
+3,391
| +64% | +$263K | 0.02% | 802 |
|
|
2018
Q3 | $491K | Sell |
5,306
-3,684
| -41% | -$341K | 0.01% | 950 |
|
|
2018
Q2 | $656K | Buy |
8,990
+805
| +10% | +$58.7K | 0.02% | 899 |
|
|
2018
Q1 | $568K | Sell |
8,185
-1,401
| -15% | -$97.2K | 0.02% | 892 |
|
|
2017
Q4 | $463K | Buy |
9,586
+533
| +6% | +$25.7K | 0.01% | 1026 |
|
|
2017
Q3 | $416K | Buy |
9,053
+199
| +2% | +$9.14K | 0.01% | 1030 |
|
|
2017
Q2 | $326K | Buy |
8,854
+1,930
| +28% | +$71.1K | 0.01% | 1139 |
|
|
2017
Q1 | $247K | Sell |
6,924
-1,533
| -18% | -$54.7K | 0.01% | 1257 |
|
|
2016
Q4 | $267K | Buy |
8,457
+876
| +12% | +$27.7K | 0.01% | 1206 |
|
|
2016
Q3 | $215K | Hold |
7,581
| – | – | 0.01% | 1226 |
|
|
2016
Q2 | $221K | Buy |
+7,581
| New | +$221K | 0.01% | 1202 |
|
|
2015
Q2 | – | Sell |
-16,489
| Closed | -$412K | – | 1369 |
|
|
2015
Q1 | $412K | Buy |
16,489
+637
| +4% | +$15.9K | 0.05% | 508 |
|
|
2014
Q4 | $392K | Buy |
15,852
+22
| +0.1% | +$544 | 0.06% | 439 |
|
|
2014
Q3 | $303K | Sell |
15,830
-10
| -0.1% | -$191 | 0.05% | 588 |
|
|
2014
Q2 | $337K | Sell |
15,840
-801
| -5% | -$17K | 0.05% | 532 |
|
|
2014
Q1 | $410K | Sell |
16,641
-146
| -0.9% | -$3.6K | 0.07% | 400 |
|
|
2013
Q4 | $398K | Buy |
+16,787
| New | +$398K | 0.07% | 419 |
|