Jones Financial Companies
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Jones Financial Companies’s HEICO Corp HEI Stock Holding History

Jones Financial Companies’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Buy
2025
Q1 		$1.12M Buy
2024
Q4 		$832K Buy
2024
Q3 		$730K Buy
2024
Q2 		$519K Buy
2024
Q1 		– Sell
2023
Q4 		$3.04K Sell
2023
Q3 		$5.34K Buy
2022
Q3 		– Sell
2022
Q2 		$1K Buy