Ameritas Investment Partners’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 |
-3,197
| Closed | -$303K | – | 3256 |
|
|
2025
Q1 | $303K | Hold |
3,197
| – | – | 0.01% | 1042 |
|
|
2024
Q4 | $157K | Hold |
3,197
| – | – | 0.01% | 1481 |
|
|
2024
Q3 | $156K | Hold |
3,197
| – | – | 0.01% | 1499 |
|
|
2024
Q2 | $141K | Hold |
3,197
| – | – | ﹤0.01% | 1503 |
|
|
2024
Q1 | $205K | Hold |
3,197
| – | – | 0.01% | 1263 |
|
|
2023
Q4 | $167K | Hold |
3,197
| – | – | 0.01% | 1392 |
|
|
2023
Q3 | $138K | Buy |
3,197
+711
| +29% | +$30.7K | 0.01% | 1428 |
|
|
2023
Q2 | $114K | Hold |
2,486
| – | – | ﹤0.01% | 1503 |
|
|
2023
Q1 | $110K | Hold |
2,486
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q4 | $123K | Hold |
2,486
| – | – | ﹤0.01% | 1450 |
|
|
2022
Q3 | $70K | Hold |
2,486
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q2 | $72K | Hold |
2,486
| – | – | ﹤0.01% | 1732 |
|
|
2022
Q1 | $108K | Hold |
2,486
| – | – | ﹤0.01% | 1603 |
|
|
2021
Q4 | $110K | Sell |
2,486
-208
| -8% | -$9.2K | ﹤0.01% | 1620 |
|
|
2021
Q3 | $94K | Hold |
2,694
| – | – | ﹤0.01% | 1726 |
|
|
2021
Q2 | $90K | Hold |
2,694
| – | – | ﹤0.01% | 1782 |
|
|
2021
Q1 | $102K | Hold |
2,694
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q4 | $80K | Hold |
2,694
| – | – | ﹤0.01% | 1697 |
|
|
2020
Q3 | $53K | Hold |
2,694
| – | – | ﹤0.01% | 1797 |
|
|
2020
Q2 | $50K | Hold |
2,694
| – | – | ﹤0.01% | 1818 |
|
|
2020
Q1 | $40K | Hold |
2,694
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q4 | $90K | Hold |
2,694
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q3 | $78K | Hold |
2,694
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q2 | $78K | Hold |
2,694
| – | – | ﹤0.01% | 1655 |
|
|
2019
Q1 | $68K | Hold |
2,694
| – | – | ﹤0.01% | 1708 |
|
|
2018
Q4 | $55K | Hold |
2,694
| – | – | ﹤0.01% | 1756 |
|
|
2018
Q3 | $102K | Hold |
2,694
| – | – | ﹤0.01% | 1550 |
|
|
2018
Q2 | $101K | Hold |
2,694
| – | – | ﹤0.01% | 1542 |
|
|
2018
Q1 | $104K | Hold |
2,694
| – | – | 0.01% | 1468 |
|
|
2017
Q4 | $110K | Buy |
2,694
+285
| +12% | +$11.6K | 0.01% | 1449 |
|
|
2017
Q3 | $56K | Hold |
2,409
| – | – | ﹤0.01% | 1821 |
|
|
2017
Q2 | $49K | Hold |
2,409
| – | – | ﹤0.01% | 1915 |
|
|
2017
Q1 | $59K | Buy |
+2,409
| New | +$59K | ﹤0.01% | 1736 |
|