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OneAscent Financial Services’s HEICO Class A HEI.A Stock Holding History

OneAscent Financial Services’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$272K Sell
1,066
-1,076
-50% -$275K 0.02% 432
2025
Q1 		$454K Buy
2,142
+1,049
+96% +$222K 0.03% 348
2024
Q4 		$203K Buy
+1,093
New +$203K 0.02% 453