Citadel Advisors’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,500
| Closed | -$616K | – | 13633 |
|
|
2025
Q1 | $616K | Buy |
6,500
+2,700
| +71% | +$235K | ﹤0.01% | 8018 |
|
|
2024
Q4 | $186K | Sell |
3,800
-6,400
| -63% | -$349K | ﹤0.01% | 10568 |
|
|
2024
Q3 | $497K | Buy |
10,200
+100
| +1% | +$4.7K | ﹤0.01% | 8267 |
|
|
2024
Q2 | $446K | Buy |
10,100
+1,800
| +22% | +$92.3K | ﹤0.01% | 8289 |
|
|
2024
Q1 | $533K | Buy |
8,300
+4,800
| +137% | +$263K | ﹤0.01% | 8253 |
|
|
2023
Q4 | $183K | Sell |
3,500
-7,400
| -68% | -$334K | ﹤0.01% | 10082 |
|
|
2023
Q3 | $471K | Sell |
10,900
-600
| -5% | -$27.3K | ﹤0.01% | 8189 |
|
|
2023
Q2 | $526K | Buy |
11,500
+1,200
| +12% | +$47.9K | ﹤0.01% | 7832 |
|
|
2023
Q1 | $456K | Buy |
10,300
+6,000
| +140% | +$293K | ﹤0.01% | 8502 |
|
|
2022
Q4 | $195K | Sell |
4,300
-6,300
| -59% | -$244K | ﹤0.01% | 10180 |
|
|
2022
Q3 | $300K | Buy |
10,600
+2,600
| +33% | +$81.8K | ﹤0.01% | 9585 |
|
|
2022
Q2 | $232K | Buy |
8,000
+1,700
| +27% | +$59.7K | ﹤0.01% | 10384 |
|
|
2022
Q1 | $274K | Buy |
6,300
+900
| +17% | +$37.8K | ﹤0.01% | 10790 |
|
|
2021
Q4 | $239K | Sell |
5,400
-4,800
| -47% | -$209K | ﹤0.01% | 11454 |
|
|
2021
Q3 | $354K | Sell |
10,200
-6,600
| -39% | -$219K | ﹤0.01% | 10692 |
|
|
2021
Q2 | $559K | Buy |
16,800
+9,100
| +118% | +$333K | ﹤0.01% | 9809 |
|
|
2021
Q1 | $293K | Buy |
7,700
+800
| +12% | +$25.6K | ﹤0.01% | 10914 |
|
|
2020
Q4 | $206K | Sell |
6,900
-8,600
| -55% | -$221K | ﹤0.01% | 9691 |
|
|
2020
Q3 | $305K | Buy |
15,500
+1,800
| +13% | +$35.2K | ﹤0.01% | 8110 |
|
|
2020
Q2 | $253K | Buy |
13,700
+3,000
| +28% | +$47.7K | ﹤0.01% | 8189 |
|
|
2020
Q1 | $157K | Buy |
+10,700
| New | +$259K | ﹤0.01% | 8253 |
|
|
2019
Q4 | – | Sell |
-15,600
| Closed | -$450K | – | 9398 |
|
|
2019
Q3 | $450K | Buy |
15,600
+1,900
| +14% | +$51.4K | ﹤0.01% | 6929 |
|
|
2019
Q2 | $399K | Sell |
13,700
-5,000
| -27% | -$139K | ﹤0.01% | 7153 |
|
|
2019
Q1 | $470K | Sell |
18,700
-16,400
| -47% | -$431K | ﹤0.01% | 6897 |
|
|
2018
Q4 | $717K | Buy |
35,100
+29,000
| +475% | +$711K | ﹤0.01% | 5831 |
|
|
2018
Q3 | $230K | Sell |
6,100
-14,800
| -71% | -$536K | ﹤0.01% | 8007 |
|
|
2018
Q2 | $786K | Buy |
20,900
+3,100
| +17% | +$116K | ﹤0.01% | 5622 |
|
|
2018
Q1 | $685K | Buy |
17,800
+9,100
| +105% | +$358K | ﹤0.01% | 5357 |
|
|
2017
Q4 | $354K | Sell |
8,700
-1,800
| -17% | -$61.6K | ﹤0.01% | 6183 |
|
|
2017
Q3 | $307K | Buy |
+10,500
| New | +$244K | ﹤0.01% | 6037 |
|
