Ashton Thomas Private Wealth’s H&E Equipment Services HEES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,399
Closed -$322K 842
2025
Q1
$322K Buy
+3,399
New +$296K 0.01% 636
2024
Q3
Sell
-3,240
Closed -$143K 1138
2024
Q2
$143K Buy
3,240
+93
+3% +$4.77K 0.01% 659
2024
Q1
$202K Buy
+3,147
New +$173K 0.01% 573

Other funds holding HEES

Ashton Thomas Private Wealth's HEES Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 3,399 shares — an estimated $322K sold.

Ashton Thomas Private Wealth first reported a position in HEES in Q1 2024 and held it in 3 quarters. The position peaked at $322K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Ashton Thomas Private Wealth reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 3,399 H&E Equipment Services shares in Q2 2025, an estimated $322K.
  • Ashton Thomas Private Wealth first reported a position in H&E Equipment Services in Q1 2024 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's H&E Equipment Services position peaked at $322K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.