BTC Capital Management’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
Q1 | – | Sell |
-10,918
| Closed | -$535K | – | 204 |
|
|
2024
Q4 | $535K | Sell |
10,918
-1,133
| -9% | -$55.5K | 0.05% | 156 |
|
|
2024
Q3 | $587K | Buy |
12,051
+2,549
| +27% | +$124K | 0.05% | 159 |
|
|
2024
Q2 | $420K | Sell |
9,502
-85
| -0.9% | -$3.75K | 0.04% | 173 |
|
|
2024
Q1 | $615K | Buy |
+9,587
| New | +$615K | 0.06% | 156 |
|
|
2023
Q3 | $369K | Sell |
8,537
-35
| -0.4% | -$1.51K | 0.04% | 178 |
|
|
2023
Q2 | $396K | Sell |
8,572
-2,694
| -24% | -$124K | 0.04% | 187 |
|
|
2023
Q1 | $496K | Sell |
11,266
-1,150
| -9% | -$50.6K | 0.06% | 149 |
|
|
2022
Q4 | $564K | Sell |
12,416
-549
| -4% | -$24.9K | 0.07% | 147 |
|
|
2022
Q3 | $368K | Buy |
12,965
+110
| +0.9% | +$3.12K | 0.05% | 184 |
|
|
2022
Q2 | $374K | Buy |
12,855
+1,635
| +15% | +$47.6K | 0.05% | 183 |
|
|
2022
Q1 | $489K | Sell |
11,220
-1,976
| -15% | -$86.1K | 0.05% | 188 |
|
|
2021
Q4 | $584K | Buy |
+13,196
| New | +$584K | 0.06% | 167 |
|
|
2021
Q3 | – | Sell |
-6,515
| Closed | -$216K | – | 213 |
|
|
2021
Q2 | $216K | Sell |
6,515
-2,759
| -30% | -$91.5K | 0.02% | 206 |
|
|
2021
Q1 | $353K | Sell |
9,274
-140
| -1% | -$5.33K | 0.04% | 182 |
|
|
2020
Q4 | $282K | Buy |
+9,414
| New | +$282K | 0.03% | 196 |
|