NorthCrest Asset Manangement’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 | – | Sell |
-21,800
| Closed | -$1.07M | – | 605 |
|
|
2024
Q4 | $1.07M | Hold |
21,800
| – | – | 0.03% | 286 |
|
|
2024
Q3 | $1.06M | Hold |
21,800
| – | – | 0.03% | 273 |
|
|
2024
Q2 | $963K | Hold |
21,800
| – | – | 0.03% | 279 |
|
|
2024
Q1 | $1.4M | Sell |
21,800
-900
| -4% | -$57.8K | 0.05% | 235 |
|
|
2023
Q4 | $1.19M | Hold |
22,700
| – | – | 0.04% | 243 |
|
|
2023
Q3 | $980K | Hold |
22,700
| – | – | 0.04% | 254 |
|
|
2023
Q2 | $1.04M | Hold |
22,700
| – | – | 0.04% | 262 |
|
|
2023
Q1 | $1M | Buy |
22,700
+1,200
| +6% | +$53.1K | 0.04% | 260 |
|
|
2022
Q4 | $976K | Buy |
21,500
+200
| +0.9% | +$9.08K | 0.06% | 193 |
|
|
2022
Q3 | $604K | Hold |
21,300
| – | – | 0.03% | 273 |
|
|
2022
Q2 | $617K | Hold |
21,300
| – | – | 0.03% | 279 |
|
|
2022
Q1 | $927K | Buy |
21,300
+400
| +2% | +$17.4K | 0.04% | 212 |
|
|
2021
Q4 | $925K | Buy |
+20,900
| New | +$925K | 0.05% | 235 |
|