Stifel Financial’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.8M | Sell |
79,483
-20,135
| -20% | -$6.48M | 0.02% | 604 |
|
|
2025
Q4 | $32.2M | Buy |
99,618
+3,287
| +3% | +$1.04M | 0.03% | 472 |
|
|
2025
Q3 | $31.1M | Sell |
96,331
-85
| -0.1% | -$27.1K | 0.03% | 486 |
|
|
2025
Q2 | $31.6M | Buy |
96,416
+3,501
| +4% | +$969K | 0.03% | 453 |
|
|
2025
Q1 | $24.8M | Sell |
92,915
-1,664
| -2% | -$405K | 0.03% | 501 |
|
|
2024
Q4 | $22.5M | Sell |
94,579
-1,705
| -2% | -$442K | 0.02% | 532 |
|
|
2024
Q3 | $25.2M | Buy |
96,284
+2,233
| +2% | +$540K | 0.03% | 495 |
|
|
2024
Q2 | $21M | Sell |
94,051
-15,159
| -14% | -$3.2M | 0.02% | 524 |
|
|
2024
Q1 | $20.9M | Sell |
109,210
-26,649
| -20% | -$4.95M | 0.02% | 535 |
|
|
2023
Q4 | $24.3M | Buy |
135,859
+5,413
| +4% | +$916K | 0.03% | 447 |
|
|
2023
Q3 | $21.1M | Buy |
130,446
+6,392
| +5% | +$1.08M | 0.03% | 447 |
|
|
2023
Q2 | $22M | Buy |
124,054
+6,788
| +6% | +$1.14M | 0.03% | 440 |
|
|
2023
Q1 | $20.1M | Buy |
117,266
+23,375
| +25% | +$3.94M | 0.03% | 456 |
|
|
2022
Q4 | $14.4M | Sell |
93,891
-34,866
| -27% | -$5.43M | 0.02% | 551 |
|
|
2022
Q3 | $18.5M | Buy |
128,757
+14,963
| +13% | +$2.24M | 0.03% | 447 |
|
|
2022
Q2 | $14.9M | Sell |
113,794
-2,435
| -2% | -$343K | 0.02% | 524 |
|
|
2022
Q1 | $17.8M | Buy |
116,229
+10,141
| +10% | +$1.47M | 0.02% | 538 |
|
|
2021
Q4 | $15.3M | Buy |
106,088
+19,366
| +22% | +$2.73M | 0.02% | 581 |
|
|
2021
Q3 | $11.4M | Sell |
86,722
-747
| -0.9% | -$98.4K | 0.02% | 672 |
|
|
2021
Q2 | $12.2M | Buy |
87,469
+19,097
| +28% | +$2.64M | 0.02% | 634 |
|
|
2021
Q1 | $8.6M | Buy |
68,372
+12,028
| +21% | +$1.55M | 0.01% | 715 |
|
|
2020
Q4 | $7.46M | Buy |
56,344
+3,673
| +7% | +$448K | 0.01% | 693 |
|
|
2020
Q3 | $5.51M | Buy |
52,671
+5,310
| +11% | +$549K | 0.01% | 730 |
|
|
2020
Q2 | $4.72M | Buy |
47,361
+4,919
| +12% | +$454K | 0.01% | 747 |
|
|
2020
Q1 | $3.14M | Sell |
42,442
-8,184
| -16% | -$895K | 0.01% | 842 |
|
|
2019
Q4 | $5.79M | Buy |
50,626
+2,406
| +5% | +$296K | 0.01% | 826 |
|
|
2019
Q3 | $5.99M | Buy |
48,220
+5,699
| +13% | +$779K | 0.02% | 765 |
|
|
2019
Q2 | $5.68M | Sell |
42,521
-176
| -0.4% | -$19.6K | 0.01% | 814 |
|
|
2019
Q1 | $4.05M | Buy |
42,697
+1,726
| +4% | +$151K | 0.01% | 901 |
|
|
2018
Q4 | $3.18M | Buy |
40,971
+3,437
| +9% | +$287K | 0.01% | 951 |
|
|
2018
Q3 | $3.47M | Buy |
37,534
+3,100
| +9% | +$255K | 0.01% | 991 |
|
|
2018
Q2 | $2.51M | Buy |
34,434
+1,830
| +6% | +$133K | 0.01% | 1089 |
|
|
2018
Q1 | $2.27M | Sell |
32,604
-4,794
| -13% | -$314K | 0.01% | 1093 |
|
|
2017
Q4 | $1.8M | Buy |
37,398
+1,009
| +3% | +$47K | 0.01% | 1202 |
|
|
2017
Q3 | $1.68M | Buy |
36,389
+14,131
| +63% | +$600K | 0.01% | 1214 |
|
|
2017
Q2 | $817K | Sell |
22,258
-108
| -0.5% | -$3.98K | ﹤0.01% | 1567 |
|
|
2017
Q1 | $792K | Sell |
22,366
-1,718
| -7% | -$57.2K | ﹤0.01% | 1561 |
|
|
2016
Q4 | $760K | Buy |
24,084
+2,636
| +12% | +$79.2K | ﹤0.01% | 1543 |
|
|
2016
Q3 | $615K | Sell |
21,448
-2,715
| -11% | -$76.7K | ﹤0.01% | 1607 |
|
|
2016
Q2 | $662K | Sell |
24,163
-2,277
| -9% | -$58.9K | ﹤0.01% | 1599 |
|
|
2016
Q1 | $652K | Sell |
26,440
-735
| -3% | -$16.9K | ﹤0.01% | 1446 |
|
|
2015
Q4 | $605K | Sell |
27,175
-37
| -0.1% | -$770 | ﹤0.01% | 1551 |
|
|
2015
Q3 | $545K | Buy |
27,212
+1,880
| +7% | +$41K | ﹤0.01% | 1502 |
|
|
2015
Q2 | $605K | Buy |
+25,332
| New | +$607K | ﹤0.01% | 1593 |
|
Other funds holding HEI
DAM
VPM
VCM
