Jones Financial Companies’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 Q2	–	Sell	-12,006	Closed	-$1.15M	–	4085
2025 Q1	$1.15M	Sell	12,006 -274	-2%	-$26.1K	﹤0.01%	809
2024 Q4	$601K	Buy	12,280 +282	+2%	+$13.8K	﹤0.01%	924
2024 Q3	$577K	Sell	11,998 -523	-4%	-$25.1K	﹤0.01%	774
2024 Q2	$553K	Buy	+12,521	New	+$553K	﹤0.01%	542