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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15	Closed	-$1.36K	–	4620
2025 Q1	$1.36K	Buy	+15	New	+$1.36K	﹤0.01%	3354
2024 Q2	–	Sell	-2	Closed	-$129	–	3746
2024 Q1	$129	Buy	+2	New	+$129	﹤0.01%	3493