ORG Partners’s H&E Equipment Services HEES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-250
Closed -$23.8K 1563
2025
Q1
$23.8K Hold
250
0.01% 638
2024
Q4
$12.3K Hold
250
﹤0.01% 844
2024
Q3
$12.2K Sell
250
-4
-2% -$195 ﹤0.01% 756
2024
Q2
$10.9K Hold
254
﹤0.01% 1223
2024
Q1
$16K Buy
+254
New +$16K 0.03% 245
2023
Q4
Sell
-254
Closed -$11K 1231
2023
Q3
$11K Hold
254
﹤0.01% 810
2023
Q2
$12K Buy
+254
New +$12K ﹤0.01% 947