Farther Finance Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
682
+75
| +12% | +$24.6K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $164K | Buy |
607
+411
| +210% | +$111K | ﹤0.01% | 1309 |
|
|
2024
Q4 | $46.6K | Buy |
196
+10
| +5% | +$2.38K | ﹤0.01% | 1697 |
|
|
2024
Q3 | $48.6K | Buy |
186
+2
| +1% | +$523 | ﹤0.01% | 1679 |
|
|
2024
Q2 | $40.6K | Buy |
184
+13
| +8% | +$2.87K | ﹤0.01% | 1507 |
|
|
2024
Q1 | $32.2K | Buy |
171
+76
| +80% | +$14.3K | ﹤0.01% | 1338 |
|
|
2023
Q4 | $17K | Buy |
95
+90
| +1,800% | +$16.1K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $810 | Hold |
5
| – | – | ﹤0.01% | 2139 |
|
|
2023
Q2 | $885 | Hold |
5
| – | – | ﹤0.01% | 2011 |
|
|
2023
Q1 | $855 | Sell |
5
-68
| -93% | -$11.6K | ﹤0.01% | 1886 |
|
|
2022
Q4 | $11.2K | Buy |
+73
| New | +$11.2K | ﹤0.01% | 911 |
|