Soltis Investment Advisors’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Sell
6,829
-300
-4% -$98.4K 0.18% 120
2025
Q1
$1.9M Buy
7,129
+360
+5% +$96.2K 0.17% 130
2024
Q4
$1.61M Hold
6,769
0.15% 138
2024
Q3
$1.77M Sell
6,769
-100
-1% -$26.1K 0.17% 128
2024
Q2
$1.54M Buy
+6,869
New +$1.54M 0.16% 131