Kestra Advisory Services’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $740K | Buy |
|
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|
2024
Q3 | $787K | Sell |
|
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $903K | Sell |
|
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|
2023
Q4 | $1.01M | Buy |
|
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $824K | Sell |
|
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|
2023
Q1 | $832K | Sell |
|
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $978K | Buy |
|
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $298K | Sell |
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|
2021
Q1 | $319K | Buy |
|