Guggenheim Capital’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 |
-4,591
| Closed | -$435K | – | 1618 |
|
|
2025
Q1 | $435K | Buy |
+4,591
| New | +$435K | ﹤0.01% | 1265 |
|
|
2024
Q4 | – | Sell |
-228,587
| Closed | -$11.1M | – | 1781 |
|
|
2024
Q3 | $11.1M | Sell |
228,587
-4,170
| -2% | -$203K | 0.08% | 275 |
|
|
2024
Q2 | $10.3M | Buy |
232,757
+34,987
| +18% | +$1.55M | 0.07% | 294 |
|
|
2024
Q1 | $12.7M | Buy |
197,770
+18,872
| +11% | +$1.21M | 0.09% | 242 |
|
|
2023
Q4 | $9.36M | Sell |
178,898
-112
| -0.1% | -$5.86K | 0.07% | 329 |
|
|
2023
Q3 | $7.73M | Sell |
179,010
-65,649
| -27% | -$2.84M | 0.07% | 349 |
|
|
2023
Q2 | $11.2M | Sell |
244,659
-2,873
| -1% | -$131K | 0.09% | 250 |
|
|
2023
Q1 | $10.9M | Buy |
247,532
+350
| +0.1% | +$15.5K | 0.09% | 255 |
|
|
2022
Q4 | $11.2M | Sell |
247,182
-548
| -0.2% | -$24.9K | 0.1% | 253 |
|
|
2022
Q3 | $7.02M | Hold |
247,730
| – | – | 0.06% | 380 |
|
|
2022
Q2 | $7.18M | Buy |
247,730
+180
| +0.1% | +$5.21K | 0.06% | 406 |
|
|
2022
Q1 | $10.8M | Buy |
247,550
+165,397
| +201% | +$7.2M | 0.06% | 377 |
|
|
2021
Q4 | $3.64M | Buy |
+82,153
| New | +$3.64M | 0.02% | 805 |
|
|
2018
Q4 | – | Sell |
-23,121
| Closed | -$873K | – | 2252 |
|
|
2018
Q3 | $873K | Sell |
23,121
-11,085
| -32% | -$419K | 0.01% | 1675 |
|
|
2018
Q2 | $1.29M | Sell |
34,206
-24,165
| -41% | -$909K | 0.01% | 1490 |
|
|
2018
Q1 | $2.25M | Sell |
58,371
-18,556
| -24% | -$714K | 0.01% | 1548 |
|
|
2017
Q4 | $3.13M | Sell |
76,927
-4,714
| -6% | -$192K | 0.01% | 1325 |
|
|
2017
Q3 | $2.38M | Sell |
81,641
-3,944
| -5% | -$115K | 0.01% | 1536 |
|
|
2017
Q2 | $1.75M | Buy |
85,585
+1,028
| +1% | +$21K | ﹤0.01% | 1726 |
|
|
2017
Q1 | $2.07M | Buy |
84,557
+20,633
| +32% | +$506K | 0.01% | 1639 |
|
|
2016
Q4 | $1.49M | Buy |
63,924
+18,738
| +41% | +$436K | ﹤0.01% | 1890 |
|
|
2016
Q3 | $758K | Buy |
45,186
+17,629
| +64% | +$296K | ﹤0.01% | 2228 |
|
|
2016
Q2 | $525K | Buy |
27,557
+11,790
| +75% | +$225K | ﹤0.01% | 2359 |
|
|
2016
Q1 | $277K | Buy |
+15,767
| New | +$277K | ﹤0.01% | 2586 |
|
|
2013
Q4 | – | Sell |
-7,857
| Closed | -$209K | – | 3139 |
|
|
2013
Q3 | $209K | Buy |
+7,857
| New | +$209K | ﹤0.01% | 2658 |
|