Farther Finance Advisors’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 |
-298
| Closed | -$28.3K | – | 4563 |
|
|
2025
Q1 | $28.3K | Buy |
298
+155
| +108% | +$14.7K | ﹤0.01% | 2187 |
|
|
2024
Q4 | $6.98K | Buy |
143
+1
| +0.7% | +$49 | ﹤0.01% | 2524 |
|
|
2024
Q3 | $6.93K | Buy |
142
+1
| +0.7% | +$49 | ﹤0.01% | 2512 |
|
|
2024
Q2 | $6.04K | Buy |
141
+18
| +15% | +$771 | ﹤0.01% | 2312 |
|
|
2024
Q1 | $7.75K | Hold |
123
| – | – | ﹤0.01% | 1863 |
|
|
2023
Q4 | $6.44K | Buy |
+123
| New | +$6.44K | ﹤0.01% | 1838 |
|