Embree Financial Group’s HEICO Corp HEI Stock Holding History

Embree Financial Group’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.32M	Buy
2025 Q2	$1.32M	Sell
2025 Q1	$1.15M	Hold
2024 Q4	$1.03M	Hold
2024 Q3	$1.13M	Hold
2024 Q2	$964K	Hold
2024 Q1	$824K	Hold
2023 Q4	$771K	Buy