HEES
Nisa Investment Advisors’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,686
| Closed | -$823K | – | 3063 |
|
|
2025
Q1 | $823K | Buy |
8,686
+306
| +4% | +$29K | ﹤0.01% | 867 |
|
|
2024
Q4 | $410K | Hold |
8,380
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q3 | $408K | Buy |
8,380
+555
| +7% | +$27K | ﹤0.01% | 1103 |
|
|
2024
Q2 | $346K | Buy |
7,825
+31
| +0.4% | +$1.37K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $500K | Sell |
7,794
-1,672
| -18% | -$107K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $495K | Sell |
9,466
-2,400
| -20% | -$126K | ﹤0.01% | 1060 |
|
|
2023
Q3 | $512K | Sell |
11,866
-300
| -2% | -$13K | ﹤0.01% | 1056 |
|
|
2023
Q2 | $557K | Sell |
12,166
-100
| -0.8% | -$4.58K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $543K | Sell |
12,266
-52,260
| -81% | -$2.31M | ﹤0.01% | 1046 |
|
|
2022
Q4 | $2.93M | Buy |
64,526
+52,000
| +415% | +$2.36M | 0.02% | 607 |
|
|
2022
Q3 | $371K | Buy |
12,526
+26
| +0.2% | +$770 | ﹤0.01% | 1124 |
|
|
2022
Q2 | $362K | Hold |
12,500
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q1 | $544K | Sell |
12,500
-500
| -4% | -$21.8K | ﹤0.01% | 1052 |
|
|
2021
Q4 | $541K | Buy |
13,000
+2,700
| +26% | +$112K | ﹤0.01% | 992 |
|
|
2021
Q3 | $358 | Hold |
10,300
| – | – | ﹤0.01% | 1222 |
|
|
2021
Q2 | $343 | Sell |
10,300
-855
| -8% | -$28 | ﹤0.01% | 1241 |
|
|
2021
Q1 | $424 | Hold |
11,155
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q4 | $333K | Buy |
11,155
+1,000
| +10% | +$29.9K | ﹤0.01% | 1298 |
|
|
2020
Q3 | $200K | Buy |
10,155
+1,700
| +20% | +$33.5K | ﹤0.01% | 1305 |
|
|
2020
Q2 | $156K | Buy |
8,455
+325
| +4% | +$6K | ﹤0.01% | 1342 |
|
|
2020
Q1 | $119K | Hold |
8,130
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q4 | $272K | Sell |
8,130
-100
| -1% | -$3.35K | ﹤0.01% | 1257 |
|
|
2019
Q3 | $238K | Hold |
8,230
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q2 | $239K | Hold |
8,230
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q1 | $207K | Sell |
8,230
-100
| -1% | -$2.52K | ﹤0.01% | 1299 |
|
|
2018
Q4 | $170K | Sell |
8,330
-13,700
| -62% | -$280K | ﹤0.01% | 1285 |
|
|
2018
Q3 | $832K | Buy |
22,030
+2,500
| +13% | +$94.4K | 0.01% | 950 |
|
|
2018
Q2 | $735K | Buy |
19,530
+160
| +0.8% | +$6.02K | 0.01% | 939 |
|
|
2018
Q1 | $730K | Sell |
19,370
-1,850
| -9% | -$69.7K | 0.01% | 913 |
|
|
2017
Q4 | $863K | Hold |
21,220
| – | – | 0.01% | 877 |
|
|
2017
Q3 | $620K | Buy |
21,220
+20,700
| +3,981% | +$605K | 0.01% | 971 |
|
|
2017
Q2 | $11K | Buy |
520
+150
| +41% | +$3.17K | ﹤0.01% | 1681 |
|
|
2017
Q1 | $9K | Sell |
370
-330
| -47% | -$8.03K | ﹤0.01% | 1698 |
|
|
2016
Q4 | $16K | Hold |
700
| – | – | ﹤0.01% | 1697 |
|
|
2016
Q3 | $12K | Hold |
700
| – | – | ﹤0.01% | 1770 |
|
|
2016
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 1742 |
|
|
2016
Q1 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 1742 |
|