AG
HEES
Algert Global’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,953
| Closed | -$1.99M | – | 1241 |
|
|
2025
Q1 | $1.99M | Sell |
20,953
-9,220
| -31% | -$874K | 0.05% | 598 |
|
|
2024
Q4 | $1.48M | Sell |
30,173
-93,325
| -76% | -$4.57M | 0.03% | 703 |
|
|
2024
Q3 | $6.01M | Buy |
123,498
+35,503
| +40% | +$1.73M | 0.16% | 187 |
|
|
2024
Q2 | $3.89M | Buy |
87,995
+18,346
| +26% | +$810K | 0.13% | 249 |
|
|
2024
Q1 | $4.47M | Buy |
69,649
+1,304
| +2% | +$83.7K | 0.18% | 184 |
|
|
2023
Q4 | $3.58M | Buy |
68,345
+57,675
| +541% | +$3.02M | 0.14% | 235 |
|
|
2023
Q3 | $461K | Buy |
+10,670
| New | +$461K | 0.02% | 767 |
|
|
2023
Q2 | – | Sell |
-5,701
| Closed | -$252K | – | 1154 |
|
|
2023
Q1 | $252K | Sell |
5,701
-8,059
| -59% | -$356K | 0.01% | 980 |
|
|
2022
Q4 | $625K | Buy |
13,760
+3,320
| +32% | +$151K | 0.03% | 737 |
|
|
2022
Q3 | $296K | Buy |
+10,440
| New | +$296K | 0.02% | 948 |
|
|
2022
Q2 | – | Sell |
-13,673
| Closed | -$595K | – | 1282 |
|
|
2022
Q1 | $595K | Sell |
13,673
-563
| -4% | -$24.5K | 0.04% | 752 |
|
|
2021
Q4 | $630K | Sell |
14,236
-4,340
| -23% | -$192K | 0.08% | 452 |
|
|
2021
Q3 | $645K | Sell |
18,576
-7,254
| -28% | -$252K | 0.09% | 429 |
|
|
2021
Q2 | $859K | Buy |
25,830
+2,410
| +10% | +$80.1K | 0.29% | 120 |
|
|
2021
Q1 | $890K | Sell |
23,420
-49,335
| -68% | -$1.87M | 0.28% | 125 |
|
|
2020
Q4 | $2.17M | Sell |
72,755
-560
| -0.8% | -$16.7K | 0.62% | 30 |
|
|
2020
Q3 | $1.44M | Sell |
73,315
-1,256
| -2% | -$24.7K | 0.46% | 70 |
|
|
2020
Q2 | $1.38M | Sell |
74,571
-25,198
| -25% | -$466K | 0.47% | 62 |
|
|
2020
Q1 | $1.47M | Buy |
99,769
+29,027
| +41% | +$426K | 0.62% | 28 |
|
|
2019
Q4 | $2.37M | Buy |
70,742
+12,626
| +22% | +$422K | 0.71% | 28 |
|
|
2019
Q3 | $1.68M | Buy |
58,116
+18,759
| +48% | +$541K | 0.63% | 49 |
|
|
2019
Q2 | $1.15M | Sell |
39,357
-8,491
| -18% | -$247K | 0.42% | 83 |
|
|
2019
Q1 | $1.2M | Sell |
47,848
-54,054
| -53% | -$1.36M | 0.69% | 33 |
|
|
2018
Q4 | $2.08M | Buy |
101,902
+15,406
| +18% | +$315K | 0.58% | 38 |
|
|
2018
Q3 | $3.27M | Sell |
86,496
-5,789
| -6% | -$219K | 0.7% | 31 |
|
|
2018
Q2 | $3.47M | Buy |
92,285
+5,449
| +6% | +$205K | 0.72% | 30 |
|
|
2018
Q1 | $3.34M | Buy |
86,836
+8,080
| +10% | +$311K | 0.65% | 44 |
|
|
2017
Q4 | $3.2M | Sell |
78,756
-30,704
| -28% | -$1.25M | 0.76% | 12 |
|
|
2017
Q3 | $3.2M | Buy |
+109,460
| New | +$3.2M | 0.73% | 15 |
|
|
2014
Q2 | – | Sell |
-9,630
| Closed | -$390K | – | 316 |
|
|
2014
Q1 | $390K | Hold |
9,630
| – | – | 0.15% | 200 |
|
|
2013
Q4 | $285K | Buy |
+9,630
| New | +$285K | 0.08% | 289 |
|