IFP Advisors’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$190 | – | 4972 |
|
|
2025
Q1 | $190 | Hold |
2
| – | – | ﹤0.01% | 3682 |
|
|
2024
Q4 | $98 | Buy |
+2
| New | +$98 | ﹤0.01% | 4037 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3875 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3614 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3522 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3399 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3277 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$1K | – | 3146 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2497 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2502 |
|
|
2019
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2850 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$1K | – | 2772 |
|
|
2018
Q4 | $1K | Sell |
50
-369
| -88% | -$7.38K | ﹤0.01% | 3261 |
|
|
2018
Q3 | $16K | Sell |
419
-1,507
| -78% | -$57.5K | ﹤0.01% | 2549 |
|
|
2018
Q2 | $72K | Sell |
1,926
-711
| -27% | -$26.6K | ﹤0.01% | 1677 |
|
|
2018
Q1 | $107K | Hold |
2,637
| – | – | ﹤0.01% | 1340 |
|
|
2017
Q4 | $107K | Sell |
2,637
-844
| -24% | -$34.2K | ﹤0.01% | 1337 |
|
|
2017
Q3 | $102K | Buy |
3,481
+1,180
| +51% | +$34.6K | ﹤0.01% | 1536 |
|
|
2017
Q2 | $47K | Hold |
2,301
| – | – | ﹤0.01% | 1992 |
|
|
2017
Q1 | $56K | Buy |
2,301
+2,257
| +5,130% | +$54.9K | ﹤0.01% | 1839 |
|
|
2016
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 3757 |
|