AFS
HEES

Access Financial Services’s H&E Equipment Services HEES Stock Holding History

Access Financial Services’s Portfolio HEES Stock Details HEES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,976
Closed -$1.03M – 105
2024
Q4 		$1.03M Buy
20,976
+3,555
+20% +$174K 0.46% 58
2024
Q3 		$848K Sell
17,421
-4,252
-20% -$207K 0.39% 62
2024
Q2 		$957K Buy
+21,673
New +$957K 0.44% 61