Truist 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 | $4.64M | Sell |
17,918
-1,911
| -10% | -$494K | 0.01% | 890 |
|
|
2025
Q1 | $4.18M | Sell |
19,829
-309
| -2% | -$65.2K | 0.01% | 900 |
|
|
2024
Q4 | $3.75M | Sell |
20,138
-316
| -2% | -$58.8K | 0.01% | 947 |
|
|
2024
Q3 | $4.17M | Buy |
20,454
+3,270
| +19% | +$666K | 0.01% | 902 |
|
|
2024
Q2 | $3.05M | Sell |
17,184
-26,073
| -60% | -$4.63M | ﹤0.01% | 1074 |
|
|
2024
Q1 | $6.66M | Sell |
43,257
-26,043
| -38% | -$4.01M | 0.01% | 774 |
|
|
2023
Q4 | $9.87M | Sell |
69,300
-13,530
| -16% | -$1.93M | 0.02% | 615 |
|
|
2023
Q3 | $10.7M | Sell |
82,830
-8,691
| -9% | -$1.12M | 0.02% | 564 |
|
|
2023
Q2 | $12.9M | Sell |
91,521
-6,375
| -7% | -$896K | 0.02% | 510 |
|
|
2023
Q1 | $13.3M | Sell |
97,896
-89,375
| -48% | -$12.1M | 0.02% | 492 |
|
|
2022
Q4 | $22.4M | Sell |
187,271
-9,209
| -5% | -$1.1M | 0.04% | 353 |
|
|
2022
Q3 | $22.5M | Sell |
196,480
-57,868
| -23% | -$6.63M | 0.04% | 327 |
|
|
2022
Q2 | $26.8M | Sell |
254,348
-26,095
| -9% | -$2.75M | 0.05% | 318 |
|
|
2022
Q1 | $35.6M | Buy |
280,443
+5,736
| +2% | +$728K | 0.06% | 293 |
|
|
2021
Q4 | $35.3M | Sell |
274,707
-2,856
| -1% | -$367K | 0.05% | 299 |
|
|
2021
Q3 | $32.9M | Buy |
277,563
+25,012
| +10% | +$2.96M | 0.05% | 299 |
|
|
2021
Q2 | $31.4M | Buy |
252,551
+4,275
| +2% | +$531K | 0.05% | 323 |
|
|
2021
Q1 | $28.2M | Buy |
248,276
+43,102
| +21% | +$4.9M | 0.05% | 333 |
|
|
2020
Q4 | $24M | Buy |
205,174
+31,709
| +18% | +$3.71M | 0.05% | 336 |
|
|
2020
Q3 | $15.4M | Buy |
173,465
+53,549
| +45% | +$4.75M | 0.03% | 424 |
|
|
2020
Q2 | $9.74M | Buy |
119,916
+35,786
| +43% | +$2.91M | 0.02% | 533 |
|
|
2020
Q1 | $5.38M | Buy |
84,130
+32,959
| +64% | +$2.11M | 0.01% | 655 |
|
|
2019
Q4 | $4.58M | Buy |
+51,171
| New | +$4.58M | 0.01% | 774 |
|