Thoroughbred Financial Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
6,214
-1,983
| -24% | -$650K | 0.14% | 149 |
|
|
2025
Q1 | $2.19M | Sell |
8,197
-15
| -0.2% | -$4.01K | 0.14% | 157 |
|
|
2024
Q4 | $1.95M | Sell |
8,212
-156
| -2% | -$37.1K | 0.12% | 162 |
|
|
2024
Q3 | $2.19M | Buy |
8,368
+7
| +0.1% | +$1.83K | 0.14% | 140 |
|
|
2024
Q2 | $1.87M | Buy |
8,361
+2,233
| +36% | +$499K | 0.13% | 157 |
|
|
2024
Q1 | $1.17M | Sell |
6,128
-2,253
| -27% | -$430K | 0.11% | 178 |
|
|
2023
Q4 | $1.5M | Buy |
8,381
+2,973
| +55% | +$532K | 0.12% | 169 |
|
|
2023
Q3 | $875K | Buy |
5,408
+2,303
| +74% | +$373K | 0.09% | 240 |
|
|
2023
Q2 | $549K | Hold |
3,105
| – | – | 0.07% | 242 |
|
|
2023
Q1 | $531K | Hold |
3,105
| – | – | 0.08% | 243 |
|
|
2022
Q4 | $477K | Sell |
3,105
-30
| -1% | -$4.61K | 0.08% | 243 |
|
|
2022
Q3 | $451K | Buy |
3,135
+28
| +0.9% | +$4.03K | 0.09% | 219 |
|
|
2022
Q2 | $407K | Buy |
3,107
+268
| +9% | +$35.1K | 0.08% | 239 |
|
|
2022
Q1 | $435K | Sell |
2,839
-72
| -2% | -$11K | 0.07% | 233 |
|
|
2021
Q4 | $419K | Buy |
2,911
+28
| +1% | +$4.03K | 0.09% | 224 |
|
|
2021
Q3 | $380K | Hold |
2,883
| – | – | 0.09% | 206 |
|
|
2021
Q2 | $402K | Sell |
2,883
-258
| -8% | -$36K | 0.1% | 201 |
|
|
2021
Q1 | $395K | Sell |
3,141
-100
| -3% | -$12.6K | 0.11% | 185 |
|
|
2020
Q4 | $429K | Hold |
3,241
| – | – | 0.13% | 161 |
|
|
2020
Q3 | $339K | Hold |
3,241
| – | – | 0.13% | 160 |
|
|
2020
Q2 | $323K | Buy |
3,241
+177
| +6% | +$17.6K | 0.13% | 164 |
|
|
2020
Q1 | $229K | Buy |
3,064
+509
| +20% | +$38K | 0.08% | 213 |
|
|
2019
Q4 | $292K | Hold |
2,555
| – | – | 0.1% | 195 |
|
|
2019
Q3 | $319K | Buy |
2,555
+90
| +4% | +$11.2K | 0.12% | 175 |
|
|
2019
Q2 | $330K | Sell |
2,465
-586
| -19% | -$78.4K | 0.13% | 146 |
|
|
2019
Q1 | $289K | Buy |
3,051
+59
| +2% | +$5.59K | 0.12% | 177 |
|
|
2018
Q4 | $231K | Buy |
+2,992
| New | +$231K | 0.11% | 154 |
|