Stifel Financial’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 | $74.9M | Sell |
289,516
-2,727
| -0.9% | -$706K | 0.07% | 266 |
|
|
2025
Q1 | $61.7M | Sell |
292,243
-8,858
| -3% | -$1.87M | 0.07% | 281 |
|
|
2024
Q4 | $56M | Sell |
301,101
-6,972
| -2% | -$1.3M | 0.06% | 304 |
|
|
2024
Q3 | $62.8M | Sell |
308,073
-2,490
| -0.8% | -$507K | 0.07% | 281 |
|
|
2024
Q2 | $55.1M | Sell |
310,563
-11,494
| -4% | -$2.04M | 0.06% | 286 |
|
|
2024
Q1 | $49.6M | Sell |
322,057
-9,799
| -3% | -$1.51M | 0.06% | 301 |
|
|
2023
Q4 | $47.3M | Buy |
331,856
+5,526
| +2% | +$787K | 0.06% | 295 |
|
|
2023
Q3 | $42.2M | Buy |
326,330
+21,405
| +7% | +$2.77M | 0.06% | 291 |
|
|
2023
Q2 | $42.9M | Sell |
304,925
-8,746
| -3% | -$1.23M | 0.06% | 288 |
|
|
2023
Q1 | $42.6M | Sell |
313,671
-3,488
| -1% | -$474K | 0.06% | 282 |
|
|
2022
Q4 | $38M | Sell |
317,159
-4,320
| -1% | -$518K | 0.06% | 298 |
|
|
2022
Q3 | $36.8M | Sell |
321,479
-7,583
| -2% | -$869K | 0.06% | 283 |
|
|
2022
Q2 | $34.7M | Sell |
329,062
-8,373
| -2% | -$882K | 0.05% | 302 |
|
|
2022
Q1 | $42.8M | Sell |
337,435
-16,071
| -5% | -$2.04M | 0.06% | 280 |
|
|
2021
Q4 | $45.4M | Buy |
353,506
+2,700
| +0.8% | +$347K | 0.06% | 274 |
|
|
2021
Q3 | $41.5M | Buy |
350,806
+3,850
| +1% | +$456K | 0.06% | 273 |
|
|
2021
Q2 | $43.1M | Buy |
346,956
+7,848
| +2% | +$975K | 0.06% | 266 |
|
|
2021
Q1 | $38.5M | Buy |
339,108
+31,486
| +10% | +$3.58M | 0.06% | 271 |
|
|
2020
Q4 | $36M | Buy |
307,622
+189,889
| +161% | +$22.2M | 0.06% | 271 |
|
|
2020
Q3 | $10.4M | Buy |
117,733
+52,023
| +79% | +$4.61M | 0.02% | 531 |
|
|
2020
Q2 | $5.34M | Buy |
65,710
+19,076
| +41% | +$1.55M | 0.01% | 702 |
|
|
2020
Q1 | $2.99M | Buy |
46,634
+19,262
| +70% | +$1.23M | 0.01% | 859 |
|
|
2019
Q4 | $2.44M | Buy |
27,372
+1,945
| +8% | +$174K | 0.01% | 1208 |
|
|
2019
Q3 | $2.48M | Buy |
25,427
+1,469
| +6% | +$144K | 0.01% | 1181 |
|
|
2019
Q2 | $2.47M | Buy |
23,958
+486
| +2% | +$50.2K | 0.01% | 1203 |
|
|
2019
Q1 | $1.96M | Buy |
23,472
+3,431
| +17% | +$287K | 0.01% | 1250 |
|
|
2018
Q4 | $1.27M | Sell |
20,041
-5,718
| -22% | -$362K | ﹤0.01% | 1398 |
|
|
2018
Q3 | $1.94M | Buy |
25,759
+6,921
| +37% | +$522K | 0.01% | 1283 |
|
|
2018
Q2 | $1.14M | Buy |
18,838
+3,225
| +21% | +$195K | ﹤0.01% | 1528 |
|
|
2018
Q1 | $884K | Buy |
15,613
+4,421
| +40% | +$250K | ﹤0.01% | 1658 |
|
|
2017
Q4 | $563K | Buy |
11,192
+2,775
| +33% | +$140K | ﹤0.01% | 1849 |
|
|
2017
Q3 | $413K | Buy |
+8,417
| New | +$413K | ﹤0.01% | 2004 |
|