First Trust Advisors’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 |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $30.5M | Buy |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $3.34M | Sell |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $4.06M | Buy |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $3.44M | Sell |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $3.09M | Buy |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.69M | Buy |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $1.55M | Buy |
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|
2018
Q3 | $2.8M | Sell |
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|
2018
Q2 | $3.05M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.05M | Buy |
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|
2017
Q1 | $634K | Sell |
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|
2016
Q4 | $824K | Buy |
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|
2016
Q3 | $293K | Buy |
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|
2016
Q2 | $314K | Sell |
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|
2016
Q1 | $307K | Sell |
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|
2015
Q4 | $313K | Sell |
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|
2015
Q3 | $300K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $761K | Buy |
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