Global Financial Private Client’s H&E Equipment Services HEES Stock Holding History

Global Financial Private Client’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	-1	Closed	-$95	–	797
2025 Q1	$95	Hold	1	–	–	﹤0.01%	1613
2024 Q4	$49	Buy	+1	New	+$54	﹤0.01%	1588

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

Global Financial Private Client's HEES Position: Q2 2025 in Review

Global Financial Private Client sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 1 share — an estimated $95 sold.

Global Financial Private Client first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $95 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Global Financial Private Client reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1 H&E Equipment Services share in Q2 2025, an estimated $95.
Global Financial Private Client first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
Global Financial Private Client's H&E Equipment Services position peaked at $95 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.