LPL Financial’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
Q2 | – | Sell |
-7,276
| Closed | -$690K | – | 5621 |
|
|
2025
Q1 | $690K | Sell |
7,276
-11,150
| -61% | -$970K | ﹤0.01% | 3862 |
|
|
2024
Q4 | $902K | Sell |
18,426
-4,399
| -19% | -$240K | ﹤0.01% | 3572 |
|
|
2024
Q3 | $1.11M | Buy |
22,825
+657
| +3% | +$30.9K | ﹤0.01% | 3292 |
|
|
2024
Q2 | $979K | Sell |
22,168
-163
| -0.7% | -$8.36K | ﹤0.01% | 3274 |
|
|
2024
Q1 | $1.43M | Buy |
22,331
+11,938
| +115% | +$655K | ﹤0.01% | 2858 |
|
|
2023
Q4 | $544K | Buy |
10,393
+813
| +8% | +$36.7K | ﹤0.01% | 3595 |
|
|
2023
Q3 | $414K | Sell |
9,580
-1,310
| -12% | -$59.7K | ﹤0.01% | 3635 |
|
|
2023
Q2 | $498K | Sell |
10,890
-13
| -0.1% | -$519 | ﹤0.01% | 3452 |
|
|
2023
Q1 | $482K | Sell |
10,903
-1,276
| -10% | -$62.2K | ﹤0.01% | 3363 |
|
|
2022
Q4 | $553K | Buy |
12,179
+1,187
| +11% | +$46K | ﹤0.01% | 3159 |
|
|
2022
Q3 | $311K | Sell |
10,992
-262
| -2% | -$8.24K | ﹤0.01% | 3554 |
|
|
2022
Q2 | $326K | Sell |
11,254
-98,311
| -90% | -$3.45M | ﹤0.01% | 3567 |
|
|
2022
Q1 | $4.77M | Buy |
109,565
+3,051
| +3% | +$128K | ﹤0.01% | 1469 |
|
|
2021
Q4 | $4.71M | Buy |
106,514
+99,358
| +1,388% | +$4.34M | ﹤0.01% | 1495 |
|
|
2021
Q3 | $248K | Buy |
+7,156
| New | +$237K | ﹤0.01% | 3797 |
|
