Farther Finance Advisors’s H&E Equipment Services HEES Stock Holding History

Farther Finance 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	-298	Closed	-$28.3K	–	4561
2025 Q1	$28.3K	Buy	298 +155	+108%	+$13.5K	﹤0.01%	2188
2024 Q4	$6.98K	Buy	143 +1	+0.7%	+$54	﹤0.01%	2525
2024 Q3	$6.93K	Buy	142 +1	+0.7%	+$47	﹤0.01%	2516
2024 Q2	$6.04K	Buy	141 +18	+15%	+$923	﹤0.01%	2312
2024 Q1	$7.75K	Hold	123	–	–	﹤0.01%	1863
2023 Q4	$6.43K	Buy	+123	New	+$5.56K	﹤0.01%	1838

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

Farther Finance Advisors's HEES Position: Q2 2025 in Review

Farther Finance Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 298 shares — an estimated $28.3K sold.

Farther Finance Advisors first reported a position in HEES in Q4 2023 and held it in 6 quarters. The position peaked at $28.3K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Farther Finance Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Farther Finance Advisors sold 298 H&E Equipment Services shares in Q2 2025, an estimated $28.3K.
Farther Finance Advisors first reported a position in H&E Equipment Services in Q4 2023 and held it in 6 quarters.
Farther Finance Advisors's H&E Equipment Services position peaked at $28.3K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.