Cetera Investment Advisers’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 |
-6,387
| Closed | -$605K | – | 4109 |
|
|
2025
Q1 | $605K | Sell |
6,387
-1,208
| -16% | -$115K | ﹤0.01% | 2684 |
|
|
2024
Q4 | $372K | Buy |
7,595
+861
| +13% | +$42.2K | ﹤0.01% | 2933 |
|
|
2024
Q3 | $328K | Sell |
6,734
-2,132
| -24% | -$104K | ﹤0.01% | 2988 |
|
|
2024
Q2 | $392K | Buy |
8,866
+1,978
| +29% | +$87.4K | ﹤0.01% | 2786 |
|
|
2024
Q1 | $442K | Buy |
+6,888
| New | +$442K | ﹤0.01% | 2699 |
|