Raymond James Financial Services Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.81M | Buy |
18,406
+13,395
| +267% | +$3.5M | 0.01% | 1237 |
|
|
2024
Q2 | $1.12M | Sell |
5,011
-166
| -3% | -$37.1K | ﹤0.01% | 2013 |
|
|
2024
Q1 | $989K | Buy |
5,177
+477
| +10% | +$91.1K | ﹤0.01% | 2065 |
|
|
2023
Q4 | $841K | Sell |
4,700
-347
| -7% | -$62.1K | ﹤0.01% | 2084 |
|
|
2023
Q3 | $817K | Sell |
5,047
-141
| -3% | -$22.8K | ﹤0.01% | 2023 |
|
|
2023
Q2 | $918K | Sell |
5,188
-151
| -3% | -$26.7K | ﹤0.01% | 1974 |
|
|
2023
Q1 | $913K | Buy |
5,339
+1,101
| +26% | +$188K | ﹤0.01% | 1958 |
|
|
2022
Q4 | $651K | Buy |
4,238
+626
| +17% | +$96.2K | ﹤0.01% | 2119 |
|
|
2022
Q3 | $520K | Sell |
3,612
-598
| -14% | -$86.1K | ﹤0.01% | 2224 |
|
|
2022
Q2 | $552K | Sell |
4,210
-1,890
| -31% | -$248K | ﹤0.01% | 2200 |
|
|
2022
Q1 | $937K | Sell |
6,100
-3,099
| -34% | -$476K | ﹤0.01% | 2001 |
|
|
2021
Q4 | $1.33M | Sell |
9,199
-1,084
| -11% | -$156K | ﹤0.01% | 1792 |
|
|
2021
Q3 | $1.36M | Sell |
10,283
-326
| -3% | -$43K | ﹤0.01% | 1740 |
|
|
2021
Q2 | $1.48M | Buy |
10,609
+1,225
| +13% | +$171K | ﹤0.01% | 1680 |
|
|
2021
Q1 | $1.18M | Buy |
9,384
+1,862
| +25% | +$234K | ﹤0.01% | 1728 |
|
|
2020
Q4 | $996K | Buy |
7,522
+428
| +6% | +$56.7K | ﹤0.01% | 1706 |
|
|
2020
Q3 | $742K | Buy |
7,094
+1,513
| +27% | +$158K | ﹤0.01% | 1733 |
|
|
2020
Q2 | $556K | Sell |
5,581
-30,591
| -85% | -$3.05M | ﹤0.01% | 1845 |
|
|
2020
Q1 | $2.7M | Sell |
36,172
-7,845
| -18% | -$585K | 0.01% | 760 |
|
|
2019
Q4 | $5.03M | Buy |
44,017
+10,594
| +32% | +$1.21M | 0.02% | 723 |
|
|
2019
Q3 | $4.17M | Buy |
33,423
+729
| +2% | +$91K | 0.02% | 764 |
|
|
2019
Q2 | $4.38M | Sell |
32,694
-1,178
| -3% | -$158K | 0.02% | 730 |
|
|
2019
Q1 | $3.21M | Buy |
33,872
+1,777
| +6% | +$169K | 0.01% | 829 |
|
|
2018
Q4 | $2.49M | Buy |
32,095
+3,305
| +11% | +$256K | 0.01% | 789 |
|
|
2018
Q3 | $2.67M | Buy |
28,790
+1,025
| +4% | +$94.9K | 0.01% | 911 |
|
|
2018
Q2 | $2.03M | Buy |
27,765
+11,376
| +69% | +$830K | 0.01% | 1018 |
|
|
2018
Q1 | $1.14M | Sell |
16,389
-6,324
| -28% | -$439K | 0.01% | 1231 |
|
|
2017
Q4 | $1.1M | Sell |
22,713
-2,172
| -9% | -$105K | 0.01% | 1242 |
|
|
2017
Q3 | $1.14M | Buy |
24,885
+647
| +3% | +$29.7K | 0.01% | 1228 |
|
|
2017
Q2 | $892K | Buy |
24,238
+437
| +2% | +$16.1K | 0.01% | 1345 |
|
|
2017
Q1 | $850K | Buy |
23,801
+571
| +2% | +$20.4K | 0.01% | 1277 |
|
|
2016
Q4 | $734K | Buy |
+23,230
| New | +$734K | 0.01% | 1290 |
|