Capital Advisors Inc’s H&E Equipment Services HEES Stock Holding History

Capital Advisors Inc’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	-4,700	Closed	-$446K	–	331
2025 Q1	$446K	Buy	+4,700	New	+$409K	0.01%	205

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

Capital Advisors Inc's HEES Position: Q2 2025 in Review

Capital Advisors Inc sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 4,700 shares — an estimated $446K sold.

Capital Advisors Inc first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $446K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Capital Advisors Inc reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Capital Advisors Inc sold 4,700 H&E Equipment Services shares in Q2 2025, an estimated $446K.
Capital Advisors Inc first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Capital Advisors Inc's H&E Equipment Services position peaked at $446K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Capital Advisors Inc's 13F filing for Q2 2025, filed 22 Jul 2025.