IFP 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 | $2.62K | Sell |
8
-704
| -99% | -$231K | ﹤0.01% | 3766 |
|
|
2025
Q1 | $190K | Sell |
712
-136
| -16% | -$36.3K | 0.01% | 1201 |
|
|
2024
Q4 | $202K | Buy |
848
+32
| +4% | +$7.61K | 0.01% | 1126 |
|
|
2024
Q3 | $213K | Buy |
816
+235
| +40% | +$61.4K | 0.01% | 1056 |
|
|
2024
Q2 | $130K | Buy |
581
+237
| +69% | +$53K | 0.01% | 1248 |
|
|
2024
Q1 | $65.7K | Buy |
344
+289
| +525% | +$55.2K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $9.84K | Buy |
55
+1
| +2% | +$179 | ﹤0.01% | 2192 |
|
|
2023
Q3 | $8.74K | Hold |
54
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q2 | $9.56K | Hold |
54
| – | – | ﹤0.01% | 2324 |
|
|
2023
Q1 | $5.02K | Sell |
54
-2,622
| -98% | -$244K | ﹤0.01% | 2563 |
|
|
2022
Q4 | $254K | Sell |
2,676
-251
| -9% | -$23.8K | 0.01% | 1227 |
|
|
2022
Q3 | $274K | Buy |
2,927
+137
| +5% | +$12.8K | 0.01% | 1243 |
|
|
2022
Q2 | $262K | Hold |
2,790
| – | – | 0.01% | 1147 |
|
|
2022
Q1 | $262K | Buy |
2,790
+2,314
| +486% | +$217K | 0.01% | 1147 |
|
|
2021
Q4 | $69K | Sell |
476
-7
| -1% | -$1.02K | ﹤0.01% | 1412 |
|
|
2021
Q3 | $63K | Buy |
483
+78
| +19% | +$10.2K | ﹤0.01% | 1442 |
|
|
2021
Q2 | $57K | Buy |
405
+63
| +18% | +$8.87K | ﹤0.01% | 1466 |
|
|
2021
Q1 | $44K | Buy |
342
+112
| +49% | +$14.4K | ﹤0.01% | 1517 |
|
|
2020
Q4 | $30K | Buy |
230
+153
| +199% | +$20K | ﹤0.01% | 1641 |
|
|
2020
Q3 | $8K | Sell |
77
-16
| -17% | -$1.66K | ﹤0.01% | 1976 |
|
|
2020
Q2 | $10K | Sell |
93
-445
| -83% | -$47.8K | ﹤0.01% | 1809 |
|
|
2020
Q1 | $44K | Buy |
538
+303
| +129% | +$24.8K | ﹤0.01% | 1175 |
|
|
2019
Q4 | $28K | Sell |
235
-33
| -12% | -$3.93K | ﹤0.01% | 1482 |
|
|
2019
Q3 | $34K | Buy |
+268
| New | +$34K | ﹤0.01% | 1533 |
|
|
2019
Q1 | – | Sell |
-319
| Closed | -$24K | – | 2773 |
|
|
2018
Q4 | $24K | Sell |
319
-2,937
| -90% | -$221K | ﹤0.01% | 1989 |
|
|
2018
Q3 | $302K | Buy |
3,256
+212
| +7% | +$19.7K | 0.01% | 881 |
|
|
2018
Q2 | $222K | Buy |
3,044
+1,066
| +54% | +$77.7K | 0.01% | 1004 |
|
|
2018
Q1 | $149K | Sell |
1,978
-1,112
| -36% | -$83.8K | 0.01% | 1134 |
|
|
2017
Q4 | $149K | Buy |
3,090
+686
| +29% | +$33.1K | 0.01% | 1131 |
|
|
2017
Q3 | $111K | Buy |
2,404
+707
| +42% | +$32.6K | ﹤0.01% | 1480 |
|
|
2017
Q2 | $62K | Buy |
1,697
+149
| +10% | +$5.44K | ﹤0.01% | 1803 |
|
|
2017
Q1 | $55K | Sell |
1,548
-44
| -3% | -$1.56K | ﹤0.01% | 1846 |
|
|
2016
Q4 | $50K | Buy |
1,592
+1,287
| +422% | +$40.4K | ﹤0.01% | 1874 |
|
|
2016
Q3 | $9K | Sell |
305
-125
| -29% | -$3.69K | ﹤0.01% | 2876 |
|
|
2016
Q2 | $12K | Buy |
+430
| New | +$12K | ﹤0.01% | 2638 |
|
|
2016
Q1 | – | Sell |
-491
| Closed | -$11K | – | 2816 |
|
|
2015
Q4 | $11K | Buy |
+491
| New | +$11K | ﹤0.01% | 2510 |
|