Luther King Capital Management (LKCM)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-40,125
| Closed | -$1.13M | – | 548 |
|
|
2014
Q4 | $1.13M | Hold |
40,125
| – | – | 0.01% | 365 |
|
|
2014
Q3 | $1.62M | Hold |
40,125
| – | – | 0.01% | 336 |
|
|
2014
Q2 | $1.46M | Sell |
40,125
-11,000
| -22% | -$400K | 0.01% | 342 |
|
|
2014
Q1 | $2.07M | Hold |
51,125
| – | – | 0.02% | 321 |
|
|
2013
Q4 | $1.52M | Sell |
51,125
-22,115
| -30% | -$655K | 0.01% | 348 |
|
|
2013
Q3 | $1.95M | Buy |
73,240
+22,115
| +43% | +$587K | 0.02% | 344 |
|
|
2013
Q2 | $1.08M | Buy |
+51,125
| New | +$1.08M | 0.01% | 398 |
|