Creative Planning’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
Q2 | – | Sell |
-11,256
| Closed | -$1.07M | – | 3646 |
|
|
2025
Q1 | $1.07M | Buy |
11,256
+5,732
| +104% | +$543K | ﹤0.01% | 1663 |
|
|
2024
Q4 | $270K | Buy |
5,524
+298
| +6% | +$14.6K | ﹤0.01% | 2741 |
|
|
2024
Q3 | $254K | Buy |
+5,226
| New | +$254K | ﹤0.01% | 2657 |
|
|
2024
Q2 | – | Sell |
-3,513
| Closed | -$225K | – | 3036 |
|
|
2024
Q1 | $225K | Buy |
+3,513
| New | +$225K | ﹤0.01% | 2479 |
|
|
2017
Q3 | – | Sell |
-28
| Closed | -$1K | – | 2607 |
|
|
2017
Q2 | $1K | Sell |
28
-63
| -69% | -$2.25K | ﹤0.01% | 4337 |
|
|
2017
Q1 | $2K | Sell |
91
-1,909
| -95% | -$42K | ﹤0.01% | 4199 |
|
|
2016
Q4 | $47K | Buy |
2,000
+1,941
| +3,290% | +$45.6K | ﹤0.01% | 2413 |
|
|
2016
Q3 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 4223 |
|
|
2016
Q1 | – | Sell |
-1,260
| Closed | -$22K | – | 4273 |
|
|
2015
Q4 | $22K | Buy |
1,260
+1,160
| +1,160% | +$20.3K | ﹤0.01% | 2738 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3865 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$4K | – | 1804 |
|
|
2015
Q1 | $4K | Sell |
150
-63
| -30% | -$1.68K | ﹤0.01% | 3559 |
|
|
2014
Q4 | $6K | Sell |
213
-412
| -66% | -$11.6K | ﹤0.01% | 3335 |
|
|
2014
Q3 | $25K | Buy |
625
+412
| +193% | +$16.5K | ﹤0.01% | 2365 |
|
|
2014
Q2 | $8K | Hold |
213
| – | – | ﹤0.01% | 2914 |
|
|
2014
Q1 | $9K | Hold |
213
| – | – | ﹤0.01% | 2752 |
|
|
2013
Q4 | $6K | Buy |
+213
| New | +$6K | ﹤0.01% | 2768 |
|