Bleakley Financial Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,180
| Closed | -$518K | – | 704 |
|
|
2024
Q4 | $518K | Sell |
2,180
-9
| -0.4% | -$2.14K | 0.02% | 610 |
|
|
2024
Q3 | $572K | Buy |
2,189
+24
| +1% | +$6.28K | 0.02% | 563 |
|
|
2024
Q2 | $484K | Buy |
2,165
+11
| +0.5% | +$2.46K | 0.01% | 625 |
|
|
2024
Q1 | $411K | Buy |
2,154
+9
| +0.4% | +$1.72K | 0.01% | 670 |
|
|
2023
Q4 | $384K | Buy |
+2,145
| New | +$384K | 0.01% | 660 |
|