Kennedy Capital Management’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	-58,680	Closed	-$2.87M	–	665
2024 Q4	$2.87M	Sell	58,680 -52,755	-47%	-$2.87M	0.06%	445
2024 Q3	$5.42M	Buy	111,435 +1,781	+2%	+$83.7K	0.12%	296
2024 Q2	$4.84M	Buy	109,654 +47,238	+76%	+$2.42M	0.1%	331
2024 Q1	$4.01M	Sell	62,416 -26,432	-30%	-$1.45M	0.08%	372
2023 Q4	$4.65M	Sell	88,848 -750	-0.8%	-$33.9K	0.1%	321
2023 Q3	$3.87M	Buy	89,598 +462	+0.5%	+$21.1K	0.09%	337
2023 Q2	$4.08M	Buy	89,136 +53,495	+150%	+$2.14M	0.1%	335
2023 Q1	$1.58M	Buy	35,641 +106	+0.3%	+$5.17K	0.05%	434
2022 Q4	$1.61M	Sell	35,535 -104,695	-75%	-$4.06M	0.05%	437
2022 Q3	$3.97M	Sell	140,230 -95,642	-41%	-$3.01M	0.12%	305
2022 Q2	$6.83M	Sell	235,872 -49,252	-17%	-$1.73M	0.19%	193
2022 Q1	$12.4M	Sell	285,124 -27,790	-9%	-$1.17M	0.29%	106
2021 Q4	$13.9M	Sell	312,914 -28,883	-8%	-$1.26M	0.29%	101
2021 Q3	$11.9M	Buy	341,797 +89,748	+36%	+$2.98M	0.27%	110
2021 Q2	$8.39M	Buy	252,049 +7,803	+3%	+$286K	0.18%	212
2021 Q1	$9.28M	Buy	244,246 +204,773	+519%	+$6.55M	0.19%	196
2020 Q4	$1.18M	Sell	39,473 -33,223	-46%	-$856K	0.03%	540
2020 Q3	$1.43M	Sell	72,696 -23,742	-25%	-$464K	0.04%	519
2020 Q2	$1.78M	Buy	+96,438	New	+$1.53M	0.05%	515