First Horizon 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-107
| Closed | -$6.87K | – | 2329 |
|
2024
Q1 | $6.87K | Hold |
107
| – | – | ﹤0.01% | 1725 |
|
2023
Q4 | $5.6K | Sell |
107
-74
| -41% | -$3.87K | ﹤0.01% | 1770 |
|
2023
Q3 | $7.82K | Buy |
181
+77
| +74% | +$3.33K | ﹤0.01% | 1604 |
|
2023
Q2 | $4.76K | Hold |
104
| – | – | ﹤0.01% | 1808 |
|
2023
Q1 | $4.6K | Buy |
104
+44
| +73% | +$1.95K | ﹤0.01% | 1839 |
|
2022
Q4 | $2.72K | Buy |
+60
| New | +$2.72K | ﹤0.01% | 1976 |
|
2022
Q2 | – | Sell |
-44
| Closed | -$2K | – | 2439 |
|
2022
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 1444 |
|
2021
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 1974 |
|
2021
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1976 |
|
2019
Q3 | – | Sell |
-382
| Closed | -$11K | – | 1582 |
|
2019
Q2 | $11K | Hold |
382
| – | – | ﹤0.01% | 1056 |
|
2019
Q1 | $10K | Buy |
382
+76
| +25% | +$1.99K | ﹤0.01% | 1051 |
|
2018
Q4 | $6K | Buy |
+306
| New | +$6K | ﹤0.01% | 1173 |
|