BOK 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 | $36.4K | Buy |
+111
| New | +$36.4K | ﹤0.01% | 862 |
|
|
2024
Q1 | – | Sell |
-36
| Closed | -$6.44K | – | 1252 |
|
|
2023
Q4 | $6.44K | Buy |
+36
| New | +$6.44K | ﹤0.01% | 996 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$14.2K | – | 1219 |
|
|
2023
Q2 | $14.2K | Hold |
80
| – | – | ﹤0.01% | 902 |
|
|
2023
Q1 | $13.7K | Buy |
+80
| New | +$13.7K | ﹤0.01% | 968 |
|
|
2021
Q1 | $466K | Sell |
3,702
-1,742
| -32% | -$219K | 0.01% | 705 |
|
|
2020
Q4 | $721K | Buy |
5,444
+1,613
| +42% | +$214K | 0.01% | 599 |
|
|
2020
Q3 | $401K | Sell |
3,831
-1,978
| -34% | -$207K | 0.01% | 671 |
|
|
2020
Q2 | $579K | Hold |
5,809
| – | – | 0.01% | 591 |
|
|
2020
Q1 | $433K | Buy |
5,809
+599
| +11% | +$44.6K | 0.01% | 613 |
|
|
2019
Q4 | $595K | Buy |
5,210
+1,433
| +38% | +$164K | 0.01% | 657 |
|
|
2019
Q3 | $472K | Sell |
3,777
-1,106
| -23% | -$138K | 0.01% | 690 |
|
|
2019
Q2 | $653K | Buy |
+4,883
| New | +$653K | 0.02% | 603 |
|