LPL Financial’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 |
-7,276
| Closed | -$690K | – | 5444 |
|
|
2025
Q1 | $690K | Sell |
7,276
-11,150
| -61% | -$1.06M | ﹤0.01% | 3817 |
|
|
2024
Q4 | $902K | Sell |
18,426
-4,399
| -19% | -$215K | ﹤0.01% | 3533 |
|
|
2024
Q3 | $1.11M | Buy |
22,825
+657
| +3% | +$32K | ﹤0.01% | 3249 |
|
|
2024
Q2 | $979K | Sell |
22,168
-163
| -0.7% | -$7.2K | ﹤0.01% | 3232 |
|
|
2024
Q1 | $1.43M | Buy |
22,331
+11,938
| +115% | +$766K | ﹤0.01% | 2835 |
|
|
2023
Q4 | $544K | Buy |
10,393
+813
| +8% | +$42.5K | ﹤0.01% | 3556 |
|
|
2023
Q3 | $414K | Sell |
9,580
-1,310
| -12% | -$56.6K | ﹤0.01% | 3604 |
|
|
2023
Q2 | $498K | Sell |
10,890
-13
| -0.1% | -$595 | ﹤0.01% | 3422 |
|
|
2023
Q1 | $482K | Sell |
10,903
-1,276
| -10% | -$56.4K | ﹤0.01% | 3349 |
|
|
2022
Q4 | $553K | Buy |
12,179
+1,187
| +11% | +$53.9K | ﹤0.01% | 3148 |
|
|
2022
Q3 | $311K | Sell |
10,992
-262
| -2% | -$7.41K | ﹤0.01% | 3533 |
|
|
2022
Q2 | $326K | Sell |
11,254
-98,311
| -90% | -$2.85M | ﹤0.01% | 3544 |
|
|
2022
Q1 | $4.77M | Buy |
109,565
+3,051
| +3% | +$133K | ﹤0.01% | 1466 |
|
|
2021
Q4 | $4.72M | Buy |
106,514
+99,358
| +1,388% | +$4.4M | ﹤0.01% | 1493 |
|
|
2021
Q3 | $248K | Buy |
+7,156
| New | +$248K | ﹤0.01% | 3772 |
|