Voya Financial Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
4,851
-107
| -2% | -$34.9K | 0.16% | 64 |
|
|
2025
Q1 | $1.32M | Sell |
4,958
-480
| -9% | -$128K | 0.15% | 71 |
|
|
2024
Q4 | $1.3M | Sell |
5,438
-420
| -7% | -$101K | 0.14% | 66 |
|
|
2024
Q3 | $1.52M | Sell |
5,858
-662
| -10% | -$172K | 0.16% | 57 |
|
|
2024
Q2 | $1.48M | Sell |
6,520
-68
| -1% | -$15.4K | 0.17% | 58 |
|
|
2024
Q1 | $1.28M | Sell |
6,588
-202
| -3% | -$39.3K | 0.15% | 61 |
|
|
2023
Q4 | $1.22M | Sell |
6,790
-18
| -0.3% | -$3.22K | 0.15% | 62 |
|
|
2023
Q3 | $1.1M | Sell |
6,808
-128
| -2% | -$20.6K | 0.14% | 61 |
|
|
2023
Q2 | $1.22M | Sell |
6,936
-83
| -1% | -$14.6K | 0.14% | 56 |
|
|
2023
Q1 | $1.19M | Sell |
7,019
-1,107
| -14% | -$188K | 0.15% | 57 |
|
|
2022
Q4 | $1.25M | Sell |
8,126
-2,742
| -25% | -$421K | 0.16% | 55 |
|
|
2022
Q3 | $1.56M | Buy |
10,868
+194
| +2% | +$27.9K | 0.2% | 49 |
|
|
2022
Q2 | $1.39M | Sell |
10,674
-142
| -1% | -$18.5K | 0.17% | 61 |
|
|
2022
Q1 | $1.68M | Sell |
10,816
-234
| -2% | -$36.3K | 0.19% | 51 |
|
|
2021
Q4 | $1.6M | Buy |
11,050
+549
| +5% | +$79.3K | 0.18% | 57 |
|
|
2021
Q3 | $1.41M | Buy |
10,501
+1,009
| +11% | +$135K | 0.17% | 57 |
|
|
2021
Q2 | $1.32M | Sell |
9,492
-24,984
| -72% | -$3.48M | 0.17% | 58 |
|
|
2021
Q1 | $4.27M | Buy |
34,476
+6,374
| +23% | +$789K | 0.17% | 102 |
|
|
2020
Q4 | $3.72M | Buy |
28,102
+7,838
| +39% | +$1.04M | 0.16% | 104 |
|
|
2020
Q3 | $2.12M | Buy |
20,264
+4,421
| +28% | +$462K | 0.11% | 150 |
|
|
2020
Q2 | $1.6M | Buy |
15,843
+2,631
| +20% | +$265K | 0.08% | 184 |
|
|
2020
Q1 | $1.02M | Buy |
13,212
+1,394
| +12% | +$107K | 0.06% | 225 |
|
|
2019
Q4 | $1.35M | Buy |
11,818
+661
| +6% | +$75.5K | 0.07% | 213 |
|
|
2019
Q3 | $1.39M | Buy |
11,157
+1,001
| +10% | +$125K | 0.08% | 184 |
|
|
2019
Q2 | $1.34M | Buy |
10,156
+2,212
| +28% | +$291K | 0.07% | 193 |
|
|
2019
Q1 | $749K | Buy |
7,944
+773
| +11% | +$72.9K | 0.04% | 273 |
|
|
2018
Q4 | $550K | Buy |
7,171
+1,141
| +19% | +$87.5K | 0.04% | 302 |
|
|
2018
Q3 | $551K | Buy |
6,030
+1,323
| +28% | +$121K | 0.03% | 335 |
|
|
2018
Q2 | $344K | Buy |
4,707
+553
| +13% | +$40.4K | 0.02% | 410 |
|
|
2018
Q1 | $289K | Sell |
4,154
-410
| -9% | -$28.5K | 0.02% | 433 |
|
|
2017
Q4 | $219K | Buy |
+4,564
| New | +$219K | 0.01% | 513 |
|