IA
HEES

IFP Advisors’s H&E Equipment Services HEES Stock Holding History

IFP Advisors’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
-2
Closed -$190 – 4963
2025
Q1 		$190 Hold
2
– – ﹤0.01% 3682
2024
Q4 		$98 Buy
+2
New +$109 ﹤0.01% 4037
2020
Q2 		– Sell
-50
Closed -$796 – 2819
2020
Q1 		$1K Hold
50
– – ﹤0.01% 2541
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2514
2019
Q3 		$1K Buy
+50
New +$1.35K ﹤0.01% 2865
2019
Q1 		– Sell
-50
Closed -$1K – 2790
2018
Q4 		$1K Sell
50
-369
-88% -$9.04K ﹤0.01% 3312
2018
Q3 		$16K Sell
419
-1,507
-78% -$54.6K ﹤0.01% 2578
2018
Q2 		$72K Sell
1,926
-711
-27% -$26.5K ﹤0.01% 1693
2018
Q1 		$107K Hold
2,637
– – ﹤0.01% 1340
2017
Q4 		$107K Sell
2,637
-844
-24% -$28.9K ﹤0.01% 1349
2017
Q3 		$102K Buy
3,481
+1,180
+51% +$27.4K ﹤0.01% 1544
2017
Q2 		$47K Hold
2,301
– – ﹤0.01% 2007
2017
Q1 		$56K Buy
2,301
+2,257
+5,130% +$55.3K ﹤0.01% 1852
2016
Q4 		$1K Buy
+44
New +$806 ﹤0.01% 3785

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
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

IFP Advisors's HEES Position: Q2 2025 in Review

IFP Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 2 shares — an estimated $190 sold.

IFP Advisors first reported a position in HEES in Q4 2016 and held it in 14 quarters. The position peaked at $107K in Q1 2018. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • IFP Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 2 H&E Equipment Services shares in Q2 2025, an estimated $190.
  • IFP Advisors first reported a position in H&E Equipment Services in Q4 2016 and held it in 14 quarters.
  • IFP Advisors's H&E Equipment Services position peaked at $107K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.