Janney Montgomery Scott’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 Q1	–	Sell	-17,743	Closed	-$869K	–	2747
2024 Q4	$869K	Sell	17,743 -1,000	-5%	-$54.5K	﹤0.01%	1638
2024 Q3	$912K	Hold	18,743	–	–	﹤0.01%	1561
2024 Q2	$828K	Buy	18,743 +1,000	+6%	+$51.3K	﹤0.01%	1553
2024 Q1	$1.14M	Hold	17,743	–	–	﹤0.01%	1449
2023 Q4	$928K	Buy	17,743 +43	+0.2%	+$1.94K	﹤0.01%	1488
2023 Q3	$764K	Buy	+17,700	New	+$807K	﹤0.01%	1493
2021 Q3	–	Sell	-36,599	Closed	-$1.22M	–	2325
2021 Q2	$1.22M	Buy	36,599 +1,685	+5%	+$61.7K	0.01%	1178
2021 Q1	$1.33M	Buy	34,914 +1,076	+3%	+$34.4K	0.01%	1069
2020 Q4	$1.01M	Sell	33,838 -6,084	-15%	-$157K	﹤0.01%	1173
2020 Q3	$785K	Sell	39,922 -1,212	-3%	-$23.7K	﹤0.01%	1201
2020 Q2	$760K	Sell	41,134 -8,501	-17%	-$135K	﹤0.01%	1179
2020 Q1	$729K	Buy	49,635 +2,570	+5%	+$62.2K	0.01%	1061
2019 Q4	$1.57M	Buy	47,065 +4,171	+10%	+$135K	0.01%	877
2019 Q3	$1.24M	Buy	42,894 +1,129	+3%	+$30.5K	0.01%	944
2019 Q2	$1.22M	Sell	41,765 -4,613	-10%	-$128K	0.01%	950
2019 Q1	$1.17M	Buy	46,378 +1,814	+4%	+$47.7K	0.01%	941
2018 Q4	$910K	Buy	44,564 +9,066	+26%	+$222K	0.01%	977
2018 Q3	$1.34M	Buy	35,498 +116	+0.3%	+$4.2K	0.01%	871
2018 Q2	$1.33M	Sell	35,382 -2,587	-7%	-$96.5K	0.01%	839
2018 Q1	$1.46M	Sell	37,969 -1,464	-4%	-$57.6K	0.01%	797
2017 Q4	$1.6M	Buy	39,433 +28,383	+257%	+$971K	0.02%	741
2017 Q3	$323K	Buy	+11,050	New	+$257K	﹤0.01%	1467