Jump Financial’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.39M | Buy |
+19,492
| New | +$6.39M | 0.07% | 334 |
|
2024
Q4 | – | Sell |
-947
| Closed | -$248K | – | 1799 |
|
2024
Q3 | $248K | Sell |
947
-17,116
| -95% | -$4.48M | 0.01% | 1380 |
|
2024
Q2 | $4.04M | Buy |
18,063
+3,899
| +28% | +$872K | 0.08% | 299 |
|
2024
Q1 | $2.71M | Buy |
14,164
+9,153
| +183% | +$1.75M | 0.07% | 324 |
|
2023
Q4 | $896K | Buy |
5,011
+1,125
| +29% | +$201K | 0.03% | 770 |
|
2023
Q3 | $629K | Sell |
3,886
-35,072
| -90% | -$5.68M | 0.02% | 890 |
|
2023
Q2 | $6.89M | Buy |
38,958
+3,142
| +9% | +$556K | 0.25% | 72 |
|
2023
Q1 | $6.13M | Buy |
+35,816
| New | +$6.13M | 0.25% | 107 |
|
2022
Q4 | – | Sell |
-13,975
| Closed | -$2.01M | – | 1759 |
|
2022
Q3 | $2.01M | Buy |
13,975
+6,885
| +97% | +$991K | 0.08% | 380 |
|
2022
Q2 | $930K | Sell |
7,090
-14,260
| -67% | -$1.87M | 0.04% | 605 |
|
2022
Q1 | $3.28M | Buy |
+21,350
| New | +$3.28M | 0.14% | 177 |
|
2021
Q1 | – | Sell |
-2,297
| Closed | -$304K | – | 1081 |
|
2020
Q4 | $304K | Sell |
2,297
-13
| -0.6% | -$1.72K | 0.05% | 588 |
|
2020
Q3 | $242K | Buy |
+2,310
| New | +$242K | 0.05% | 571 |
|