Canada Life’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 |
-20,849
| Closed | -$1.98M | – | 1966 |
|
|
2025
Q1 | $1.98M | Sell |
20,849
-3,098
| -13% | -$295K | ﹤0.01% | 1193 |
|
|
2024
Q4 | $1.17M | Hold |
23,947
| – | – | ﹤0.01% | 1433 |
|
|
2024
Q3 | $1.17M | Hold |
23,947
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q2 | $1.06M | Buy |
23,947
+1,979
| +9% | +$87.4K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $1.41M | Buy |
21,968
+19,021
| +645% | +$1.22M | ﹤0.01% | 1402 |
|
|
2023
Q4 | $153K | Hold |
2,947
| – | – | ﹤0.01% | 1876 |
|
|
2023
Q3 | $127K | Buy |
2,947
+1,382
| +88% | +$59.6K | ﹤0.01% | 1921 |
|
|
2023
Q2 | $72K | Hold |
1,565
| – | – | ﹤0.01% | 1963 |
|
|
2023
Q1 | $69K | Sell |
1,565
-401
| -20% | -$17.7K | ﹤0.01% | 2025 |
|
|
2022
Q4 | $90K | Hold |
1,966
| – | – | ﹤0.01% | 2007 |
|
|
2022
Q3 | $56K | Hold |
1,966
| – | – | ﹤0.01% | 2083 |
|
|
2022
Q2 | $57K | Hold |
1,966
| – | – | ﹤0.01% | 2034 |
|
|
2022
Q1 | $91K | Hold |
1,966
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q4 | $87K | Sell |
1,966
-565
| -22% | -$25K | ﹤0.01% | 2038 |
|
|
2021
Q3 | $89K | Hold |
2,531
| – | – | ﹤0.01% | 2079 |
|
|
2021
Q2 | $84K | Buy |
2,531
+39
| +2% | +$1.29K | ﹤0.01% | 2129 |
|
|
2021
Q1 | $94K | Buy |
2,492
+14
| +0.6% | +$528 | ﹤0.01% | 2113 |
|
|
2020
Q4 | $73K | Buy |
2,478
+159
| +7% | +$4.68K | ﹤0.01% | 2178 |
|
|
2020
Q3 | $46K | Sell |
2,319
-794
| -26% | -$15.8K | ﹤0.01% | 2202 |
|
|
2020
Q2 | $57K | Buy |
3,113
+8
| +0.3% | +$146 | ﹤0.01% | 2187 |
|
|
2020
Q1 | $46K | Buy |
3,105
+47
| +2% | +$696 | ﹤0.01% | 2155 |
|
|
2019
Q4 | $101K | Buy |
+3,058
| New | +$101K | ﹤0.01% | 2068 |
|
|
2019
Q3 | – | Sell |
-5,654
| Closed | -$165K | – | 1622 |
|
|
2019
Q2 | $165K | Buy |
5,654
+526
| +10% | +$15.4K | ﹤0.01% | 2077 |
|
|
2019
Q1 | $128K | Buy |
5,128
+60
| +1% | +$1.5K | ﹤0.01% | 1989 |
|
|
2018
Q4 | $98K | Buy |
5,068
+428
| +9% | +$8.28K | ﹤0.01% | 2156 |
|
|
2018
Q3 | $175K | Sell |
4,640
-9
| -0.2% | -$339 | ﹤0.01% | 2025 |
|
|
2018
Q2 | $175K | Buy |
4,649
+22
| +0.5% | +$828 | ﹤0.01% | 2013 |
|
|
2018
Q1 | $178K | Sell |
4,627
-1,498
| -24% | -$57.6K | ﹤0.01% | 1997 |
|
|
2017
Q4 | $248K | Buy |
6,125
+227
| +4% | +$9.19K | ﹤0.01% | 1907 |
|
|
2017
Q3 | $176K | Buy |
5,898
+4,072
| +223% | +$122K | ﹤0.01% | 1986 |
|
|
2017
Q2 | $37K | Hold |
1,826
| – | – | ﹤0.01% | 2408 |
|
|
2017
Q1 | $45K | Hold |
1,826
| – | – | ﹤0.01% | 2330 |
|
|
2016
Q4 | $43K | Hold |
1,826
| – | – | ﹤0.01% | 2359 |
|
|
2016
Q3 | $31K | Hold |
1,826
| – | – | ﹤0.01% | 2422 |
|
|
2016
Q2 | $35K | Hold |
1,826
| – | – | ﹤0.01% | 2393 |
|
|
2016
Q1 | $32K | Hold |
1,826
| – | – | ﹤0.01% | 2267 |
|
|
2015
Q4 | $32K | Hold |
1,826
| – | – | ﹤0.01% | 2286 |
|
|
2015
Q3 | $31K | Hold |
1,826
| – | – | ﹤0.01% | 2247 |
|
|
2015
Q2 | $36K | Hold |
1,826
| – | – | ﹤0.01% | 2341 |
|
|
2015
Q1 | $45K | Hold |
1,826
| – | – | ﹤0.01% | 2151 |
|
|
2014
Q4 | $51K | Hold |
1,826
| – | – | ﹤0.01% | 2083 |
|
|
2014
Q3 | $74K | Hold |
1,826
| – | – | ﹤0.01% | 1874 |
|
|
2014
Q2 | $66K | Hold |
1,826
| – | – | ﹤0.01% | 1813 |
|
|
2014
Q1 | $73K | Hold |
1,826
| – | – | ﹤0.01% | 1569 |
|
|
2013
Q4 | $54K | Buy |
+1,826
| New | +$54K | ﹤0.01% | 1738 |
|