Concourse Financial Group Securities’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3554 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4895 |
|
|
2024
Q3 | – | Sell |
-914
| Closed | -$40.4K | – | 4879 |
|
|
2024
Q2 | $40.4K | Buy |
+914
| New | +$40.4K | ﹤0.01% | 1260 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4919 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4860 |
|
|
2023
Q3 | – | Sell |
-750
| Closed | -$34.3K | – | 4786 |
|
|
2023
Q2 | $34.3K | Hold |
750
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q1 | $33.2K | Buy |
+750
| New | +$33.2K | ﹤0.01% | 1263 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4557 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4361 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4393 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4324 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4388 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4292 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4171 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4075 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3979 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3820 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3710 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3715 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3678 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3424 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3699 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3663 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3539 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3173 |
|