Lindbrook Capital’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 | $12.6K | Buy |
133
+12
| +10% | +$1.14K | ﹤0.01% | 1562 |
|
|
2024
Q4 | $5.92K | Hold |
121
| – | – | ﹤0.01% | 1909 |
|
|
2024
Q3 | $5.89K | Buy |
121
+1
| +0.8% | +$49 | ﹤0.01% | 1948 |
|
|
2024
Q2 | $5.3K | Hold |
120
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q1 | $7.7K | Hold |
120
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q4 | $6.28K | Buy |
120
+10
| +9% | +$523 | ﹤0.01% | 1760 |
|
|
2023
Q3 | $4.75K | Buy |
110
+26
| +31% | +$1.12K | ﹤0.01% | 1790 |
|
|
2023
Q2 | $3.84K | Hold |
84
| – | – | ﹤0.01% | 1916 |
|
|
2023
Q1 | $3.72K | Hold |
84
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q4 | $3.81K | Buy |
84
+51
| +155% | +$2.32K | ﹤0.01% | 1954 |
|
|
2022
Q3 | $1K | Buy |
33
+16
| +94% | +$485 | ﹤0.01% | 2343 |
|
|
2022
Q2 | $0 | Sell |
17
-3
| -15% | – | ﹤0.01% | 2604 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2249 |
|
|
2020
Q2 | – | Sell |
-28
| Closed | – | – | 1786 |
|
|
2020
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1359 |
|
|
2019
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 1440 |
|
|
2018
Q4 | $0 | Buy |
+28
| New | – | ﹤0.01% | 1389 |
|