Commonwealth Equity Services’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 |
-3,626
| Closed | -$344K | – | 4297 |
|
|
2025
Q1 | $344K | Sell |
3,626
-2,482
| -41% | -$216K | ﹤0.01% | 3373 |
|
|
2024
Q4 | $299K | Buy |
6,108
+799
| +15% | +$43.5K | ﹤0.01% | 3400 |
|
|
2024
Q3 | $258K | Sell |
5,309
-1,567
| -23% | -$73.7K | ﹤0.01% | 3483 |
|
|
2024
Q2 | $304K | Sell |
6,876
-35
| -0.5% | -$1.79K | ﹤0.01% | 3276 |
|
|
2024
Q1 | $444K | Buy |
6,911
+368
| +6% | +$20.2K | ﹤0.01% | 2919 |
|
|
2023
Q4 | $342K | Buy |
6,543
+752
| +13% | +$34K | ﹤0.01% | 3058 |
|
|
2023
Q3 | $250K | Sell |
5,791
-101
| -2% | -$4.6K | ﹤0.01% | 3180 |
|
|
2023
Q2 | $270K | Sell |
5,892
-109
| -2% | -$4.36K | ﹤0.01% | 3138 |
|
|
2023
Q1 | $265 | Sell |
6,001
-424
| -7% | -$20.7K | ﹤0.01% | 3070 |
|
|
2022
Q4 | $291K | Buy |
+6,425
| New | +$249K | ﹤0.01% | 2885 |
|
|
2022
Q2 | – | Sell |
-6,685
| Closed | -$290K | – | 3729 |
|
|
2022
Q1 | $290K | Buy |
6,685
+856
| +15% | +$36K | ﹤0.01% | 3002 |
|
|
2021
Q4 | $258K | Sell |
5,829
-189
| -3% | -$8.25K | ﹤0.01% | 3098 |
|
|
2021
Q3 | $208K | Buy |
+6,018
| New | +$200K | ﹤0.01% | 3242 |
|
|
2020
Q4 | – | Sell |
-35,799
| Closed | -$703K | – | 3231 |
|
|
2020
Q3 | $703K | Buy |
35,799
+553
| +2% | +$10.8K | ﹤0.01% | 1719 |
|
|
2020
Q2 | $651K | Buy |
35,246
+23,495
| +200% | +$374K | ﹤0.01% | 1699 |
|
|
2020
Q1 | $172K | Buy |
+11,751
| New | +$284K | ﹤0.01% | 2442 |
|
|
2019
Q3 | – | Sell |
-8,114
| Closed | -$236K | – | 2852 |
|
|
2019
Q2 | $236K | Sell |
8,114
-4,289
| -35% | -$119K | ﹤0.01% | 2380 |
|
|
2019
Q1 | $311K | Sell |
12,403
-388
| -3% | -$10.2K | ﹤0.01% | 2126 |
|
|
2018
Q4 | $261K | Buy |
+12,791
| New | +$313K | ﹤0.01% | 2126 |
|
Other funds holding HEES
Commonwealth Equity Services's HEES Position: Q2 2025 in Review
Commonwealth Equity Services sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 3,626 shares — an estimated $344K sold.
Commonwealth Equity Services first reported a position in HEES in Q4 2018 and held it in 19 quarters. The position peaked at $703K in Q3 2020. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.
- Commonwealth Equity Services reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
- Commonwealth Equity Services sold 3,626 H&E Equipment Services shares in Q2 2025, an estimated $344K.
- Commonwealth Equity Services first reported a position in H&E Equipment Services in Q4 2018 and held it in 19 quarters.
- Commonwealth Equity Services's H&E Equipment Services position peaked at $703K in Q3 2020.
- 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.
Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.