Steward Partners Investment Advisory’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984 | Hold |
3
| – | – | ﹤0.01% | 3865 |
|
|
2025
Q1 | $802 | Sell |
3
-175
| -98% | -$46.8K | ﹤0.01% | 3807 |
|
|
2024
Q4 | $42.3K | Buy |
178
+17
| +11% | +$4.04K | ﹤0.01% | 2426 |
|
|
2024
Q3 | $42.1K | Sell |
161
-84
| -34% | -$22K | ﹤0.01% | 2320 |
|
|
2024
Q2 | $54.8K | Hold |
245
| – | – | ﹤0.01% | 2060 |
|
|
2024
Q1 | $46.8K | Buy |
245
+142
| +138% | +$27.1K | ﹤0.01% | 2151 |
|
|
2023
Q4 | $18.4K | Hold |
103
| – | – | ﹤0.01% | 2445 |
|
|
2023
Q3 | $16.7K | Hold |
103
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q2 | $18.2K | Hold |
103
| – | – | ﹤0.01% | 2335 |
|
|
2023
Q1 | $17.6K | Hold |
103
| – | – | ﹤0.01% | 2298 |
|
|
2022
Q4 | $15.8K | Buy |
103
+84
| +442% | +$12.9K | ﹤0.01% | 2354 |
|
|
2022
Q3 | $3K | Sell |
19
-16
| -46% | -$2.53K | ﹤0.01% | 2938 |
|
|
2022
Q2 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 2767 |
|
|
2019
Q4 | – | Sell |
-17
| Closed | -$2K | – | 2650 |
|
|
2019
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 2427 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 2430 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$2K | – | 1345 |
|
|
2018
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 2369 |
|