OLA
HEES

Oliver Luxxe Assets’s H&E Equipment Services HEES Stock Holding History

Oliver Luxxe Assets’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-75,701
Closed -$3.7M – 201
2024
Q4 		$3.7M Buy
75,701
+38,980
+106% +$1.9M 0.33% 108
2024
Q3 		$1.79M Buy
36,721
+16,212
+79% +$789K 0.32% 112
2024
Q2 		$906K Buy
+20,509
New +$906K 0.19% 115