BTC Capital Management’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 Q1	–	Sell	-10,918	Closed	-$535K	–	204
2024 Q4	$535K	Sell	10,918 -1,133	-9%	-$61.7K	0.05%	156
2024 Q3	$587K	Buy	12,051 +2,549	+27%	+$120K	0.05%	159
2024 Q2	$420K	Sell	9,502 -85	-0.9%	-$4.36K	0.04%	173
2024 Q1	$615K	Buy	+9,587	New	+$526K	0.06%	156
2023 Q3	$369K	Sell	8,537 -35	-0.4%	-$1.59K	0.04%	178
2023 Q2	$396K	Sell	8,572 -2,694	-24%	-$108K	0.04%	187
2023 Q1	$496K	Sell	11,266 -1,150	-9%	-$56.1K	0.06%	149
2022 Q4	$564K	Sell	12,416 -549	-4%	-$21.3K	0.07%	147
2022 Q3	$368K	Buy	12,965 +110	+0.9%	+$3.46K	0.05%	184
2022 Q2	$374K	Buy	12,855 +1,635	+15%	+$57.4K	0.05%	183
2022 Q1	$489K	Sell	11,220 -1,976	-15%	-$83.1K	0.05%	188
2021 Q4	$584K	Buy	+13,196	New	+$576K	0.06%	167
2021 Q3	–	Sell	-6,515	Closed	-$216K	–	213
2021 Q2	$216K	Sell	6,515 -2,759	-30%	-$101K	0.02%	206
2021 Q1	$353K	Sell	9,274 -140	-1%	-$4.48K	0.04%	182
2020 Q4	$282K	Buy	+9,414	New	+$242K	0.03%	196