Lindbrook Capital’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $56.9K | Buy |
213
+17
| +9% | +$4.54K | 0.01% | 940 |
|
|
2024
Q4 | $46.6K | Buy |
196
+5
| +3% | +$1.19K | ﹤0.01% | 845 |
|
|
2024
Q3 | $49.9K | Hold |
191
| – | – | ﹤0.01% | 817 |
|
|
2024
Q2 | $42.7K | Buy |
191
+48
| +34% | +$10.7K | ﹤0.01% | 861 |
|
|
2024
Q1 | $27.3K | Buy |
143
+8
| +6% | +$1.53K | ﹤0.01% | 1058 |
|
|
2023
Q4 | $24.1K | Buy |
135
+47
| +53% | +$8.41K | ﹤0.01% | 1079 |
|
|
2023
Q3 | $14.3K | Buy |
88
+37
| +73% | +$5.99K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $9.02K | Buy |
51
+2
| +4% | +$354 | ﹤0.01% | 1525 |
|
|
2023
Q1 | $8.38K | Sell |
49
-12
| -20% | -$2.05K | ﹤0.01% | 1562 |
|
|
2022
Q4 | $9.37K | Buy |
61
+12
| +24% | +$1.84K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $7K | Buy |
49
+3
| +7% | +$429 | ﹤0.01% | 1488 |
|
|
2022
Q2 | $6K | Buy |
46
+4
| +10% | +$522 | ﹤0.01% | 1471 |
|
|
2022
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 1525 |
|
|
2021
Q4 | $6K | Hold |
42
| – | – | ﹤0.01% | 1441 |
|
|
2021
Q3 | $6K | Sell |
42
-6
| -13% | -$857 | ﹤0.01% | 1188 |
|
|
2021
Q2 | $7K | Buy |
48
+4
| +9% | +$583 | ﹤0.01% | 1191 |
|
|
2021
Q1 | $6K | Sell |
44
-5
| -10% | -$682 | ﹤0.01% | 1205 |
|
|
2020
Q4 | $6K | Buy |
49
+7
| +17% | +$857 | ﹤0.01% | 1111 |
|
|
2020
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q2 | $4K | Buy |
42
+13
| +45% | +$1.24K | ﹤0.01% | 1158 |
|
|
2020
Q1 | $2K | Buy |
29
+7
| +32% | +$483 | ﹤0.01% | 1289 |
|
|
2019
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 1203 |
|