CFGW
HEI icon

Chancellor Financial Group WB’s HEICO HEI Stock Holding History

Chancellor Financial Group WB’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Hold
3,272
– – 0.83% 27
2025
Q1 		$874K Buy
3,272
+1
+0% +$267 0.72% 32
2024
Q4 		$778K Buy
+3,271
New +$778K 0.63% 35