EverSource Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

EverSource Wealth Advisors’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13	Closed	-$1.23K	–	4297
2025 Q1	$1.23K	Buy	13 +2	+18%	+$174	﹤0.01%	3150
2024 Q4	$539	Buy	+11	New	+$599	﹤0.01%	3168

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

EverSource Wealth Advisors's HEES Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 13 shares — an estimated $1.23K sold.

EverSource Wealth Advisors first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $1.23K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

EverSource Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 13 H&E Equipment Services shares in Q2 2025, an estimated $1.23K.
EverSource Wealth Advisors first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
EverSource Wealth Advisors's H&E Equipment Services position peaked at $1.23K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.