Capital Analysts LLC’s H&E Equipment Services HEES Stock Holding History

Capital Analysts LLC’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	-90	Closed	-$9K	–	1402
2025 Q1	$9K	Hold	90	–	–	﹤0.01%	1138
2024 Q4	$4K	Hold	90	–	–	﹤0.01%	1175
2024 Q3	$4K	Buy	+90	New	+$4.23K	﹤0.01%	1152

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 Analysts LLC's HEES Position: Q2 2025 in Review

Capital Analysts LLC sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 90 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in HEES in Q3 2024 and held it in 3 quarters. The position peaked at $9K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Capital Analysts LLC reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 90 H&E Equipment Services shares in Q2 2025, an estimated $9K.
Capital Analysts LLC first reported a position in H&E Equipment Services in Q3 2024 and held it in 3 quarters.
Capital Analysts LLC's H&E Equipment Services position peaked at $9K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.