Raymond James Trust’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.3M | Hold |
27,936
| – | – | 0.16% | 127 |
|
|
2024
Q2 | $6.25M | Buy |
27,936
+2,000
| +8% | +$447K | 0.15% | 136 |
|
|
2024
Q1 | $4.95M | Buy |
25,936
+6,700
| +35% | +$1.28M | 0.12% | 164 |
|
|
2023
Q4 | $3.44M | Buy |
19,236
+9,000
| +88% | +$1.61M | 0.09% | 204 |
|
|
2023
Q3 | $1.66M | Buy |
+10,236
| New | +$1.66M | 0.05% | 310 |
|