Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+909
| New | +$235K | 0.01% | 892 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | -$1K | – | 2610 |
|
|
2020
Q2 | $1K | Sell |
18
-701
| -97% | -$38.9K | ﹤0.01% | 2310 |
|
|
2020
Q1 | $46K | Sell |
719
-332
| -32% | -$21.2K | ﹤0.01% | 1088 |
|
|
2019
Q4 | $94K | Hold |
1,051
| – | – | 0.01% | 938 |
|
|
2019
Q3 | $102K | Buy |
+1,051
| New | +$102K | 0.01% | 826 |
|