Larson Financial Group’s H&E Equipment Services HEES Stock Holding History

Larson Financial Group’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	-26	Closed	-$2.46K	–	3375
2025 Q1	$2.46K	Buy	+26	New	+$2.26K	﹤0.01%	2112
2024 Q1	–	Sell	-103	Closed	-$5.36K	–	1843
2023 Q4	$5.36K	Buy	103 +1	+1%	+$45	﹤0.01%	1166
2023 Q3	$4.41K	Buy	+102	New	+$4.65K	﹤0.01%	1210

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

Larson Financial Group's HEES Position: Q2 2025 in Review

Larson Financial Group sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 26 shares — an estimated $2.46K sold.

Larson Financial Group first reported a position in HEES in Q3 2023 and held it in 3 quarters. The position peaked at $5.36K in Q4 2023. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Larson Financial Group reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 26 H&E Equipment Services shares in Q2 2025, an estimated $2.46K.
Larson Financial Group first reported a position in H&E Equipment Services in Q3 2023 and held it in 3 quarters.
Larson Financial Group's H&E Equipment Services position peaked at $5.36K in Q4 2023.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.