Creative Planning’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 |
-11,256
| Closed | -$1.07M | – | 3734 |
|
|
2025
Q1 | $1.07M | Buy |
11,256
+5,732
| +104% | +$499K | ﹤0.01% | 1667 |
|
|
2024
Q4 | $270K | Buy |
5,524
+298
| +6% | +$16.2K | ﹤0.01% | 2750 |
|
|
2024
Q3 | $254K | Buy |
+5,226
| New | +$246K | ﹤0.01% | 2657 |
|
|
2024
Q2 | – | Sell |
-3,513
| Closed | -$225K | – | 3115 |
|
|
2024
Q1 | $225K | Buy |
+3,513
| New | +$193K | ﹤0.01% | 2489 |
|
|
2017
Q3 | – | Sell |
-28
| Closed | -$1K | – | 2670 |
|
|
2017
Q2 | $1K | Sell |
28
-63
| -69% | -$1.32K | ﹤0.01% | 4441 |
|
|
2017
Q1 | $2K | Sell |
91
-1,909
| -95% | -$46.8K | ﹤0.01% | 4286 |
|
|
2016
Q4 | $47K | Buy |
2,000
+1,941
| +3,290% | +$35.6K | ﹤0.01% | 2430 |
|
|
2016
Q3 | $1K | Buy |
+59
| New | +$1.01K | ﹤0.01% | 4380 |
|
|
2016
Q1 | – | Sell |
-1,260
| Closed | -$22K | – | 4408 |
|
|
2015
Q4 | $22K | Buy |
1,260
+1,160
| +1,160% | +$21.3K | ﹤0.01% | 2772 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$1.76K | ﹤0.01% | 3940 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$4K | – | 1884 |
|
|
2015
Q1 | $4K | Sell |
150
-63
| -30% | -$1.42K | ﹤0.01% | 3632 |
|
|
2014
Q4 | $6K | Sell |
213
-412
| -66% | -$14K | ﹤0.01% | 3400 |
|
|
2014
Q3 | $25K | Buy |
625
+412
| +193% | +$16K | ﹤0.01% | 2391 |
|
|
2014
Q2 | $8K | Hold |
213
| – | – | ﹤0.01% | 2988 |
|
|
2014
Q1 | $9K | Hold |
213
| – | – | ﹤0.01% | 2801 |
|
|
2013
Q4 | $6K | Buy |
+213
| New | +$5.83K | ﹤0.01% | 2768 |
|
Other funds holding HEES
Creative Planning's HEES Position: Q2 2025 in Review
Creative Planning sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 11,256 shares — an estimated $1.07M sold.
Creative Planning first reported a position in HEES in Q4 2013 and held it in 16 quarters. The position peaked at $1.07M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.
- Creative Planning reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
- Creative Planning sold 11,256 H&E Equipment Services shares in Q2 2025, an estimated $1.07M.
- Creative Planning first reported a position in H&E Equipment Services in Q4 2013 and held it in 16 quarters.
- Creative Planning's H&E Equipment Services position peaked at $1.07M in Q1 2025.
- 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.
Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.