Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $941K | Sell |
4,617
-372
| -7% | -$75.8K | ﹤0.01% | 2202 |
|
|
2024
Q2 | $886K | Buy |
4,989
+2,461
| +97% | +$437K | ﹤0.01% | 2161 |
|
|
2024
Q1 | $389K | Sell |
2,528
-80
| -3% | -$12.3K | ﹤0.01% | 2694 |
|
|
2023
Q4 | $372K | Sell |
2,608
-112
| -4% | -$16K | ﹤0.01% | 2591 |
|
|
2023
Q3 | $352K | Buy |
2,720
+326
| +14% | +$42.1K | ﹤0.01% | 2538 |
|
|
2023
Q2 | $337K | Sell |
2,394
-337
| -12% | -$47.4K | ﹤0.01% | 2582 |
|
|
2023
Q1 | $371K | Buy |
2,731
+147
| +6% | +$20K | ﹤0.01% | 2510 |
|
|
2022
Q4 | $310K | Sell |
2,584
-790
| -23% | -$94.7K | ﹤0.01% | 2559 |
|
|
2022
Q3 | $387K | Buy |
3,374
+456
| +16% | +$52.3K | ﹤0.01% | 2407 |
|
|
2022
Q2 | $307K | Sell |
2,918
-12
| -0.4% | -$1.26K | ﹤0.01% | 2560 |
|
|
2022
Q1 | $372K | Buy |
2,930
+122
| +4% | +$15.5K | ﹤0.01% | 2554 |
|
|
2021
Q4 | $361K | Sell |
2,808
-73
| -3% | -$9.39K | ﹤0.01% | 2577 |
|
|
2021
Q3 | $341K | Sell |
2,881
-704
| -20% | -$83.3K | ﹤0.01% | 2606 |
|
|
2021
Q2 | $445K | Buy |
3,585
+667
| +23% | +$82.8K | ﹤0.01% | 2444 |
|
|
2021
Q1 | $331K | Sell |
2,918
-147
| -5% | -$16.7K | ﹤0.01% | 2558 |
|
|
2020
Q4 | $359K | Buy |
3,065
+487
| +19% | +$57K | ﹤0.01% | 2345 |
|
|
2020
Q3 | $229K | Sell |
2,578
-72
| -3% | -$6.4K | ﹤0.01% | 2446 |
|
|
2020
Q2 | $215K | Buy |
+2,650
| New | +$215K | ﹤0.01% | 2435 |
|
|
2020
Q1 | – | Sell |
-3,230
| Closed | -$289K | – | 2572 |
|
|
2019
Q4 | $289K | Buy |
3,230
+30
| +0.9% | +$2.68K | ﹤0.01% | 2334 |
|
|
2019
Q3 | $311K | Buy |
3,200
+223
| +7% | +$21.7K | ﹤0.01% | 2226 |
|
|
2019
Q2 | $308K | Sell |
2,977
-29
| -1% | -$3K | ﹤0.01% | 2253 |
|
|
2019
Q1 | $253K | Buy |
+3,006
| New | +$253K | ﹤0.01% | 2357 |
|