Phoenix 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	$226K	Buy	+690	New	+$226K	﹤0.01%	385
2020 Q2	–	Sell	-3,535	Closed	-$256K	–	332
2020 Q1	$256K	Buy	+3,535	New	+$256K	0.01%	277