Colonial Trust’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
Q1 | – | Sell |
-710
| Closed | -$34.8K | – | 1201 |
|
|
2024
Q4 | $34.8K | Buy |
710
+3
| +0.4% | +$147 | 0.01% | 655 |
|
|
2024
Q3 | $34.4K | Sell |
707
-995
| -58% | -$48.4K | 0.01% | 613 |
|
|
2024
Q2 | $75.2K | Buy |
1,702
+1,501
| +747% | +$66.3K | 0.01% | 450 |
|
|
2024
Q1 | $12.9K | Buy |
201
+1
| +0.5% | +$64 | ﹤0.01% | 722 |
|
|
2023
Q4 | $10.5K | Buy |
+200
| New | +$10.5K | ﹤0.01% | 724 |
|