BFSG LLC’s H&E Equipment Services HEES Stock Holding History

BFSG LLC’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	-180	Closed	-$17.1K	–	681
2025 Q1	$17.1K	Hold	180	–	–	﹤0.01%	459
2024 Q4	$8.81K	Hold	180	–	–	﹤0.01%	512
2024 Q3	$8.76K	Hold	180	–	–	﹤0.01%	507
2024 Q2	$7.95K	Hold	180	–	–	﹤0.01%	501
2024 Q1	$11.6K	Hold	180	–	–	﹤0.01%	485
2023 Q4	$9.42K	Buy	+180	New	+$8.13K	﹤0.01%	460

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

BFSG LLC's HEES Position: Q2 2025 in Review

BFSG LLC sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 180 shares — an estimated $17.1K sold.

BFSG LLC first reported a position in HEES in Q4 2023 and held it in 6 quarters. The position peaked at $17.1K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

BFSG LLC reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
BFSG LLC sold 180 H&E Equipment Services shares in Q2 2025, an estimated $17.1K.
BFSG LLC first reported a position in H&E Equipment Services in Q4 2023 and held it in 6 quarters.
BFSG LLC's H&E Equipment Services position peaked at $17.1K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on BFSG LLC's 13F filing for Q2 2025, filed 15 Jul 2025.