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

JFS Wealth 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	-14	Closed	-$1.33K	–	1914
2025 Q1	$1.33K	Buy	14 +6	+75%	+$522	﹤0.01%	1592
2024 Q4	$392	Hold	8	–	–	﹤0.01%	1804
2024 Q3	$390	Hold	8	–	–	﹤0.01%	1825
2024 Q2	$354	Buy	+8	New	+$410	﹤0.01%	1849

Other funds holding HEES

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

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

JFS Wealth Advisors's HEES Position: Q2 2025 in Review

JFS Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 14 shares — an estimated $1.33K sold.

JFS Wealth Advisors first reported a position in HEES in Q2 2024 and held it in 4 quarters. The position peaked at $1.33K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

JFS Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 14 H&E Equipment Services shares in Q2 2025, an estimated $1.33K.
JFS Wealth Advisors first reported a position in H&E Equipment Services in Q2 2024 and held it in 4 quarters.
JFS Wealth Advisors's H&E Equipment Services position peaked at $1.33K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

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