BOK 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 |
-5,000
| Closed | -$474K | – | 1223 |
|
|
2025
Q1 | $474K | Sell |
5,000
-74,933
| -94% | -$7.1M | 0.01% | 571 |
|
|
2024
Q4 | $3.51M | Sell |
79,933
-2,075
| -3% | -$91.2K | 0.06% | 236 |
|
|
2024
Q3 | $4.02M | Sell |
82,008
-2,631
| -3% | -$129K | 0.07% | 227 |
|
|
2024
Q2 | $3.74M | Sell |
84,639
-16,172
| -16% | -$714K | 0.07% | 245 |
|
|
2024
Q1 | $6.35M | Buy |
100,811
+7,181
| +8% | +$452K | 0.12% | 181 |
|
|
2023
Q4 | $4.9M | Sell |
93,630
-885
| -0.9% | -$46.3K | 0.1% | 203 |
|
|
2023
Q3 | $3.85M | Sell |
94,515
-4,292
| -4% | -$175K | 0.08% | 213 |
|
|
2023
Q2 | $4.52M | Sell |
98,807
-3,054
| -3% | -$140K | 0.09% | 204 |
|
|
2023
Q1 | $4.51M | Sell |
101,861
-793
| -0.8% | -$35.1K | 0.09% | 199 |
|
|
2022
Q4 | $4.66M | Buy |
102,654
+3,131
| +3% | +$142K | 0.09% | 216 |
|
|
2022
Q3 | $2.82M | Sell |
99,523
-2,570
| -3% | -$72.8K | 0.06% | 296 |
|
|
2022
Q2 | $2.96M | Sell |
102,093
-97
| -0.1% | -$2.81K | 0.06% | 291 |
|
|
2022
Q1 | $4.45M | Sell |
102,190
-23,648
| -19% | -$1.03M | 0.07% | 249 |
|
|
2021
Q4 | $5.57M | Sell |
125,838
-48,702
| -28% | -$2.16M | 0.09% | 222 |
|
|
2021
Q3 | $6.06M | Buy |
+174,540
| New | +$6.06M | 0.1% | 202 |
|
|
2021
Q1 | $8.16M | Buy |
214,761
+33,539
| +19% | +$1.27M | 0.15% | 143 |
|
|
2020
Q4 | $5.4M | Sell |
181,222
-14,205
| -7% | -$423K | 0.1% | 191 |
|
|
2020
Q3 | $3.84M | Buy |
195,427
+62,272
| +47% | +$1.22M | 0.08% | 218 |
|
|
2020
Q2 | $2.46M | Sell |
133,155
-44,007
| -25% | -$813K | 0.06% | 287 |
|
|
2020
Q1 | $2.6M | Buy |
177,162
+78,024
| +79% | +$1.15M | 0.07% | 249 |
|
|
2019
Q4 | $3.31M | Sell |
99,138
-1,798
| -2% | -$60.1K | 0.07% | 259 |
|
|
2019
Q3 | $2.91M | Buy |
100,936
+19,722
| +24% | +$569K | 0.07% | 277 |
|
|
2019
Q2 | $2.36M | Sell |
81,214
-10,701
| -12% | -$311K | 0.06% | 310 |
|
|
2019
Q1 | $2.31M | Sell |
91,915
-42,058
| -31% | -$1.06M | 0.06% | 318 |
|
|
2018
Q4 | $2.74M | Buy |
133,973
+40,129
| +43% | +$819K | 0.08% | 258 |
|
|
2018
Q3 | $3.55M | Buy |
93,844
+31,337
| +50% | +$1.18M | 0.09% | 264 |
|
|
2018
Q2 | $2.35M | Sell |
62,507
-2,838
| -4% | -$107K | 0.06% | 323 |
|
|
2018
Q1 | $2.52M | Sell |
65,345
-26,466
| -29% | -$1.02M | 0.07% | 308 |
|
|
2017
Q4 | $3.73M | Sell |
91,811
-312
| -0.3% | -$12.7K | 0.1% | 230 |
|
|
2017
Q3 | $2.69M | Sell |
92,123
-64,660
| -41% | -$1.89M | 0.08% | 281 |
|
|
2017
Q2 | $3.2M | Sell |
156,783
-1,175
| -0.7% | -$24K | 0.1% | 221 |
|
|
2017
Q1 | $3.87M | Sell |
157,958
-81,403
| -34% | -$2M | 0.12% | 193 |
|
|
2016
Q4 | $5.57M | Sell |
239,361
-43,928
| -16% | -$1.02M | 0.18% | 132 |
|
|
2016
Q3 | $4.75M | Buy |
+283,289
| New | +$4.75M | 0.16% | 147 |
|
|
2016
Q1 | – | Sell |
-127,548
| Closed | -$2.23M | – | 866 |
|
|
2015
Q4 | $2.23M | Buy |
+127,548
| New | +$2.23M | 0.08% | 284 |
|
|
2015
Q3 | – | Sell |
-126,564
| Closed | -$2.53M | – | 861 |
|
|
2015
Q2 | $2.53M | Sell |
126,564
-2,114
| -2% | -$42.2K | 0.09% | 268 |
|
|
2015
Q1 | $3.22M | Buy |
+128,678
| New | +$3.22M | 0.11% | 221 |
|