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