Janney Montgomery Scott’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
Q1 | – | Sell |
-17,743
| Closed | -$869K | – | 2747 |
|
|
2024
Q4 | $869K | Sell |
17,743
-1,000
| -5% | -$49K | ﹤0.01% | 1638 |
|
|
2024
Q3 | $912K | Hold |
18,743
| – | – | ﹤0.01% | 1561 |
|
|
2024
Q2 | $828K | Buy |
18,743
+1,000
| +6% | +$44.2K | ﹤0.01% | 1553 |
|
|
2024
Q1 | $1.14M | Hold |
17,743
| – | – | ﹤0.01% | 1449 |
|
|
2023
Q4 | $928K | Buy |
17,743
+43
| +0.2% | +$2.25K | ﹤0.01% | 1488 |
|
|
2023
Q3 | $764K | Buy |
+17,700
| New | +$764K | ﹤0.01% | 1493 |
|
|
2021
Q3 | – | Sell |
-36,599
| Closed | -$1.22M | – | 2325 |
|
|
2021
Q2 | $1.22M | Buy |
36,599
+1,685
| +5% | +$56.1K | 0.01% | 1178 |
|
|
2021
Q1 | $1.33M | Buy |
34,914
+1,076
| +3% | +$40.9K | 0.01% | 1069 |
|
|
2020
Q4 | $1.01M | Sell |
33,838
-6,084
| -15% | -$181K | ﹤0.01% | 1173 |
|
|
2020
Q3 | $785K | Sell |
39,922
-1,212
| -3% | -$23.8K | ﹤0.01% | 1201 |
|
|
2020
Q2 | $760K | Sell |
41,134
-8,501
| -17% | -$157K | ﹤0.01% | 1179 |
|
|
2020
Q1 | $729K | Buy |
49,635
+2,570
| +5% | +$37.7K | 0.01% | 1061 |
|
|
2019
Q4 | $1.57M | Buy |
47,065
+4,171
| +10% | +$139K | 0.01% | 877 |
|
|
2019
Q3 | $1.24M | Buy |
42,894
+1,129
| +3% | +$32.6K | 0.01% | 944 |
|
|
2019
Q2 | $1.22M | Sell |
41,765
-4,613
| -10% | -$134K | 0.01% | 950 |
|
|
2019
Q1 | $1.17M | Buy |
46,378
+1,814
| +4% | +$45.6K | 0.01% | 941 |
|
|
2018
Q4 | $910K | Buy |
44,564
+9,066
| +26% | +$185K | 0.01% | 977 |
|
|
2018
Q3 | $1.34M | Buy |
35,498
+116
| +0.3% | +$4.38K | 0.01% | 871 |
|
|
2018
Q2 | $1.33M | Sell |
35,382
-2,587
| -7% | -$97.3K | 0.01% | 839 |
|
|
2018
Q1 | $1.46M | Sell |
37,969
-1,464
| -4% | -$56.3K | 0.01% | 797 |
|
|
2017
Q4 | $1.6M | Buy |
39,433
+28,383
| +257% | +$1.15M | 0.02% | 741 |
|
|
2017
Q3 | $323K | Buy |
+11,050
| New | +$323K | ﹤0.01% | 1467 |
|