KeyBank National Association’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
4,974
-474
| -9% | -$123K | ﹤0.01% | 527 |
|
|
2025
Q1 | $1.15M | Sell |
5,448
-339
| -6% | -$71.5K | ﹤0.01% | 527 |
|
|
2024
Q4 | $1.08M | Sell |
5,787
-318
| -5% | -$59.2K | ﹤0.01% | 552 |
|
|
2024
Q3 | $1.24M | Sell |
6,105
-245
| -4% | -$49.9K | ﹤0.01% | 508 |
|
|
2024
Q2 | $1.13M | Sell |
6,350
-296
| -4% | -$52.5K | ﹤0.01% | 506 |
|
|
2024
Q1 | $1.02M | Buy |
6,646
+129
| +2% | +$19.9K | ﹤0.01% | 528 |
|
|
2023
Q4 | $928K | Buy |
6,517
+116
| +2% | +$16.5K | ﹤0.01% | 541 |
|
|
2023
Q3 | $827K | Buy |
6,401
+277
| +5% | +$35.8K | ﹤0.01% | 527 |
|
|
2023
Q2 | $861K | Buy |
6,124
+592
| +11% | +$83.2K | ﹤0.01% | 530 |
|
|
2023
Q1 | $752K | Buy |
5,532
+142
| +3% | +$19.3K | ﹤0.01% | 545 |
|
|
2022
Q4 | $646K | Buy |
5,390
+179
| +3% | +$21.5K | ﹤0.01% | 594 |
|
|
2022
Q3 | $597K | Sell |
5,211
-1,185
| -19% | -$136K | ﹤0.01% | 594 |
|
|
2022
Q2 | $674K | Buy |
6,396
+370
| +6% | +$39K | ﹤0.01% | 561 |
|
|
2022
Q1 | $764K | Buy |
6,026
+1,260
| +26% | +$160K | ﹤0.01% | 584 |
|
|
2021
Q4 | $613K | Buy |
4,766
+984
| +26% | +$127K | ﹤0.01% | 739 |
|
|
2021
Q3 | $448K | Buy |
3,782
+186
| +5% | +$22K | ﹤0.01% | 832 |
|
|
2021
Q2 | $447K | Buy |
3,596
+238
| +7% | +$29.6K | ﹤0.01% | 823 |
|
|
2021
Q1 | $381K | Buy |
3,358
+409
| +14% | +$46.4K | ﹤0.01% | 865 |
|
|
2020
Q4 | $345K | Hold |
2,949
| – | – | ﹤0.01% | 867 |
|
|
2020
Q3 | $261K | Buy |
2,949
+159
| +6% | +$14.1K | ﹤0.01% | 871 |
|
|
2020
Q2 | $227K | Buy |
+2,790
| New | +$227K | ﹤0.01% | 872 |
|
|
2014
Q2 | – | Sell |
-9,363
| Closed | -$208K | – | 1272 |
|
|
2014
Q1 | $208K | Buy |
+9,363
| New | +$208K | ﹤0.01% | 1199 |
|
|
2013
Q4 | – | Sell |
-10,061
| Closed | -$207K | – | 1274 |
|
|
2013
Q3 | $207K | Buy |
+10,061
| New | +$207K | ﹤0.01% | 1161 |
|