Steward Partners Investment Advisory’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 | $116K | Buy |
447
+32
| +8% | +$8.29K | ﹤0.01% | 2026 |
|
|
2025
Q1 | $87.6K | Hold |
415
| – | – | ﹤0.01% | 2090 |
|
|
2024
Q4 | $77.2K | Buy |
415
+125
| +43% | +$23.3K | ﹤0.01% | 2110 |
|
|
2024
Q3 | $59.1K | Buy |
290
+49
| +20% | +$9.98K | ﹤0.01% | 2144 |
|
|
2024
Q2 | $42.8K | Sell |
241
-27
| -10% | -$4.79K | ﹤0.01% | 2179 |
|
|
2024
Q1 | $41.3K | Buy |
268
+48
| +22% | +$7.39K | ﹤0.01% | 2207 |
|
|
2023
Q4 | $31.3K | Hold |
220
| – | – | ﹤0.01% | 2175 |
|
|
2023
Q3 | $28.4K | Hold |
220
| – | – | ﹤0.01% | 2151 |
|
|
2023
Q2 | $30.9K | Hold |
220
| – | – | ﹤0.01% | 2081 |
|
|
2023
Q1 | $29.9K | Hold |
220
| – | – | ﹤0.01% | 2081 |
|
|
2022
Q4 | $26.4K | Sell |
220
-210
| -49% | -$25.2K | ﹤0.01% | 2110 |
|
|
2022
Q3 | $49K | Sell |
430
-137
| -24% | -$15.6K | ﹤0.01% | 1799 |
|
|
2022
Q2 | $60K | Sell |
567
-557
| -50% | -$58.9K | ﹤0.01% | 1714 |
|
|
2022
Q1 | $143K | Buy |
1,124
+904
| +411% | +$115K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $28K | Sell |
220
-34
| -13% | -$4.33K | ﹤0.01% | 2179 |
|
|
2021
Q3 | $30K | Buy |
254
+183
| +258% | +$21.6K | ﹤0.01% | 2130 |
|
|
2021
Q2 | $9K | Sell |
71
-142
| -67% | -$18K | ﹤0.01% | 6253 |
|
|
2021
Q1 | $24.2K | Buy |
213
+124
| +139% | +$14.1K | ﹤0.01% | 2382 |
|
|
2020
Q4 | $10K | Buy |
+89
| New | +$10K | ﹤0.01% | 2310 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | – | – | 2675 |
|
|
2019
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2642 |
|
|
2018
Q4 | – | Sell |
-6
| Closed | – | – | 1346 |
|
|
2018
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2632 |
|