Cetera Investment Advisers’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 | $2.58M | Buy |
9,970
+1,019
| +11% | +$264K | ﹤0.01% | 1660 |
|
|
2025
Q1 | $1.89M | Buy |
8,951
+1,264
| +16% | +$267K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $1.43M | Sell |
7,687
-75
| -1% | -$14K | ﹤0.01% | 1902 |
|
|
2024
Q3 | $1.58M | Sell |
7,762
-251
| -3% | -$51.1K | ﹤0.01% | 1786 |
|
|
2024
Q2 | $1.42M | Sell |
8,013
-16
| -0.2% | -$2.84K | ﹤0.01% | 1823 |
|
|
2024
Q1 | $1.24M | Buy |
8,029
+1,046
| +15% | +$161K | ﹤0.01% | 1913 |
|
|
2023
Q4 | $995K | Sell |
6,983
-1,756
| -20% | -$250K | 0.01% | 1106 |
|
|
2023
Q3 | $1.13M | Buy |
8,739
+402
| +5% | +$51.9K | 0.01% | 993 |
|
|
2023
Q2 | $1.17M | Buy |
8,337
+415
| +5% | +$58.3K | 0.01% | 992 |
|
|
2023
Q1 | $1.08M | Sell |
7,922
-2,395
| -23% | -$325K | 0.01% | 996 |
|
|
2022
Q4 | $1.24M | Buy |
10,317
+3,640
| +55% | +$436K | 0.01% | 904 |
|
|
2022
Q3 | $765K | Sell |
6,677
-282
| -4% | -$32.3K | 0.02% | 824 |
|
|
2022
Q2 | $733K | Sell |
6,959
-24
| -0.3% | -$2.53K | 0.01% | 915 |
|
|
2022
Q1 | $886K | Buy |
6,983
+294
| +4% | +$37.3K | 0.01% | 865 |
|
|
2021
Q4 | $860K | Buy |
6,689
+384
| +6% | +$49.4K | 0.01% | 874 |
|
|
2021
Q3 | $747K | Sell |
6,305
-115
| -2% | -$13.6K | 0.01% | 897 |
|
|
2021
Q2 | $797K | Buy |
6,420
+3,748
| +140% | +$465K | 0.01% | 863 |
|
|
2021
Q1 | $304K | Sell |
2,672
-3,455
| -56% | -$393K | 0.01% | 1245 |
|
|
2020
Q4 | $717K | Buy |
+6,127
| New | +$717K | 0.01% | 799 |
|