Sunbelt Securities’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Hold |
116
| – | – | ﹤0.01% | 1087 |
|
|
2025
Q1 | $31K | Hold |
116
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q4 | $27.8K | Sell |
116
-81
| -41% | -$19.4K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $51.5K | Sell |
197
-250
| -56% | -$65.4K | 0.01% | 935 |
|
|
2024
Q2 | $100K | Sell |
447
-76
| -15% | -$17K | 0.01% | 730 |
|
|
2024
Q1 | $99.9K | Sell |
523
-56
| -10% | -$10.7K | 0.01% | 712 |
|
|
2023
Q4 | $104K | Sell |
579
-103
| -15% | -$18.4K | 0.01% | 668 |
|
|
2023
Q3 | $110K | Sell |
682
-47
| -6% | -$7.61K | 0.02% | 630 |
|
|
2023
Q2 | $129K | Buy |
729
+86
| +13% | +$15.2K | 0.02% | 571 |
|
|
2023
Q1 | $109K | Buy |
+643
| New | +$109K | 0.02% | 558 |
|