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HighPoint Advisor Group’s HEICO HEI Stock Holding History

HighPoint Advisor Group’s Portfolio HEI Stock Details HEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$429K Buy
1,309
+399
+44% +$131K 0.02% 413
2025
Q1 		$227K Buy
910
+6
+0.7% +$1.5K 0.01% 581
2024
Q4 		$210K Sell
904
-152
-14% -$35.3K 0.01% 624
2024
Q3 		$260K Buy
+1,056
New +$260K 0.02% 535