Avion Wealth’s H&E Equipment Services HEES Stock Holding History

Avion Wealth’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100	Closed	-$4K	–	1351
2025 Q1	$4K	Hold	100	–	–	﹤0.01%	582
2024 Q4	$4K	Hold	100	–	–	﹤0.01%	580
2024 Q3	$4K	Buy	+100	New	+$4.7K	﹤0.01%	565

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Avion Wealth's HEES Position: Q2 2025 in Review

Avion Wealth sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 100 shares — an estimated $4K sold.

Avion Wealth first reported a position in HEES in Q3 2024 and held it in 3 quarters. The position peaked at $4K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Avion Wealth reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 100 H&E Equipment Services shares in Q2 2025, an estimated $4K.
Avion Wealth first reported a position in H&E Equipment Services in Q3 2024 and held it in 3 quarters.
Avion Wealth's H&E Equipment Services position peaked at $4K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.