Osaic Holdings’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
Q2 | $58.1K | Buy |
1,186
+395
| +50% | +$19.3K | ﹤0.01% | 4578 |
|
2025
Q1 | $75K | Sell |
791
-418
| -35% | -$39.6K | ﹤0.01% | 4383 |
|
2024
Q4 | $59.2K | Sell |
1,209
-1,204
| -50% | -$59K | ﹤0.01% | 4564 |
|
2024
Q3 | $117K | Buy |
2,413
+36
| +2% | +$1.75K | ﹤0.01% | 4099 |
|
2024
Q2 | $105K | Sell |
2,377
-18,833
| -89% | -$832K | ﹤0.01% | 4092 |
|
2024
Q1 | $1.36M | Buy |
21,210
+15,575
| +276% | +$999K | ﹤0.01% | 2029 |
|
2023
Q4 | $295K | Buy |
5,635
+1,882
| +50% | +$98.5K | ﹤0.01% | 3618 |
|
2023
Q3 | $162K | Buy |
3,753
+783
| +26% | +$33.8K | ﹤0.01% | 4154 |
|
2023
Q2 | $136K | Buy |
2,970
+446
| +18% | +$20.4K | ﹤0.01% | 4208 |
|
2023
Q1 | $111K | Buy |
2,524
+144
| +6% | +$6.35K | ﹤0.01% | 4353 |
|
2022
Q4 | $109K | Sell |
2,380
-172
| -7% | -$7.88K | ﹤0.01% | 4361 |
|
2022
Q3 | $71K | Sell |
2,552
-54
| -2% | -$1.5K | ﹤0.01% | 4638 |
|
2022
Q2 | $75K | Sell |
2,606
-15,572
| -86% | -$448K | ﹤0.01% | 4636 |
|
2022
Q1 | $1.38M | Buy |
18,178
+15,458
| +568% | +$1.17M | ﹤0.01% | 2268 |
|
2021
Q4 | $121K | Buy |
2,720
+464
| +21% | +$20.6K | ﹤0.01% | 4415 |
|
2021
Q3 | $78K | Sell |
2,256
-864
| -28% | -$29.9K | ﹤0.01% | 4749 |
|
2021
Q2 | $104K | Sell |
3,120
-29,925
| -91% | -$998K | ﹤0.01% | 4446 |
|
2021
Q1 | $1.26M | Buy |
33,045
+31,026
| +1,537% | +$1.18M | ﹤0.01% | 2024 |
|
2020
Q4 | $60K | Buy |
2,019
+20
| +1% | +$594 | ﹤0.01% | 4419 |
|
2020
Q3 | $40K | Buy |
1,999
+360
| +22% | +$7.2K | ﹤0.01% | 4454 |
|
2020
Q2 | $31K | Sell |
1,639
-599
| -27% | -$11.3K | ﹤0.01% | 4498 |
|
2020
Q1 | $32K | Buy |
+2,238
| New | +$32K | ﹤0.01% | 4291 |
|