EFG
Embree Financial Group’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,026
-286
| -7% | -$93.8K | 0.2% | 87 |
|
|
2025
Q1 | $1.15M | Hold |
4,312
| – | – | 0.19% | 87 |
|
|
2024
Q4 | $1.03M | Hold |
4,312
| – | – | 0.18% | 82 |
|
|
2024
Q3 | $1.13M | Hold |
4,312
| – | – | 0.2% | 78 |
|
|
2024
Q2 | $964K | Hold |
4,312
| – | – | 0.19% | 80 |
|
|
2024
Q1 | $824K | Hold |
4,312
| – | – | 0.16% | 84 |
|
|
2023
Q4 | $771K | Buy |
+4,312
| New | +$771K | 0.16% | 83 |
|