Commonwealth Equity Services
HEES

Commonwealth Equity Services’s H&E Equipment Services HEES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,626
Closed -$344K 4297
2025
Q1
$344K Sell
3,626
-2,482
-41% -$235K ﹤0.01% 3373
2024
Q4
$299K Buy
6,108
+799
+15% +$39.1K ﹤0.01% 3400
2024
Q3
$258K Sell
5,309
-1,567
-23% -$76.2K ﹤0.01% 3483
2024
Q2
$304K Sell
6,876
-35
-0.5% -$1.55K ﹤0.01% 3276
2024
Q1
$444K Buy
6,911
+368
+6% +$23.6K ﹤0.01% 2919
2023
Q4
$342K Buy
6,543
+752
+13% +$39.3K ﹤0.01% 3058
2023
Q3
$250K Sell
5,791
-101
-2% -$4.36K ﹤0.01% 3180
2023
Q2
$270K Sell
5,892
-109
-2% -$5K ﹤0.01% 3138
2023
Q1
$265 Sell
6,001
-424
-7% -$19 ﹤0.01% 3070
2022
Q4
$291K Buy
+6,425
New +$291K ﹤0.01% 2885
2022
Q2
Sell
-6,685
Closed -$290K 3729
2022
Q1
$290K Buy
6,685
+856
+15% +$37.1K ﹤0.01% 3002
2021
Q4
$258K Sell
5,829
-189
-3% -$8.37K ﹤0.01% 3098
2021
Q3
$208K Buy
+6,018
New +$208K ﹤0.01% 3242
2020
Q4
Sell
-35,799
Closed -$703K 3231
2020
Q3
$703K Buy
35,799
+553
+2% +$10.9K ﹤0.01% 1719
2020
Q2
$651K Buy
35,246
+23,495
+200% +$434K ﹤0.01% 1699
2020
Q1
$172K Buy
+11,751
New +$172K ﹤0.01% 2442
2019
Q3
Sell
-8,114
Closed -$236K 2852
2019
Q2
$236K Sell
8,114
-4,289
-35% -$125K ﹤0.01% 2380
2019
Q1
$311K Sell
12,403
-388
-3% -$9.73K ﹤0.01% 2126
2018
Q4
$261K Buy
+12,791
New +$261K ﹤0.01% 2126