Hantz Financial Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Buy |
28,130
+28,115
| +187,433% | +$9.22M | 0.15% | 134 |
|
|
2025
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 1211 |
|
|
2024
Q4 | $4K | Sell |
15
-415
| -97% | -$111K | ﹤0.01% | 918 |
|
|
2024
Q3 | $112K | Sell |
430
-15
| -3% | -$3.91K | ﹤0.01% | 605 |
|
|
2024
Q2 | $100K | Sell |
445
-170
| -28% | -$38.2K | ﹤0.01% | 617 |
|
|
2024
Q1 | $117K | Sell |
615
-155
| -20% | -$29.5K | ﹤0.01% | 598 |
|
|
2023
Q4 | $138K | Sell |
770
-45
| -6% | -$8.07K | ﹤0.01% | 582 |
|
|
2023
Q3 | $132K | Sell |
815
-45
| -5% | -$7.29K | ﹤0.01% | 572 |
|
|
2023
Q2 | $152K | Sell |
860
-55
| -6% | -$9.72K | ﹤0.01% | 557 |
|
|
2023
Q1 | $157K | Buy |
915
+785
| +604% | +$135K | ﹤0.01% | 553 |
|
|
2022
Q4 | $20K | Buy |
+130
| New | +$20K | ﹤0.01% | 674 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$7K | – | 1100 |
|
|
2022
Q2 | $7K | Sell |
50
-1,262
| -96% | -$177K | ﹤0.01% | 792 |
|
|
2022
Q1 | $201K | Buy |
+1,312
| New | +$201K | 0.01% | 528 |
|
|
2021
Q1 | – | Sell |
-27
| Closed | -$4K | – | 710 |
|
|
2020
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 576 |
|
|
2020
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 530 |
|