Osaic Holdings’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-545
| Closed | -$22.9K | – | 7936 |
|
|
2025
Q2 | $22.9K | Sell |
545
-246
| -31% | -$22.8K | ﹤0.01% | 5601 |
|
|
2025
Q1 | $75K | Sell |
791
-418
| -35% | -$36.4K | ﹤0.01% | 4396 |
|
|
2024
Q4 | $59.2K | Sell |
1,209
-1,204
| -50% | -$65.6K | ﹤0.01% | 4582 |
|
|
2024
Q3 | $117K | Buy |
2,413
+36
| +2% | +$1.69K | ﹤0.01% | 4104 |
|
|
2024
Q2 | $105K | Sell |
2,377
-18,833
| -89% | -$966K | ﹤0.01% | 4103 |
|
|
2024
Q1 | $1.36M | Buy |
21,210
+15,575
| +276% | +$854K | ﹤0.01% | 2029 |
|
|
2023
Q4 | $295K | Buy |
5,635
+1,882
| +50% | +$85K | ﹤0.01% | 3618 |
|
|
2023
Q3 | $162K | Buy |
3,753
+783
| +26% | +$35.7K | ﹤0.01% | 4154 |
|
|
2023
Q2 | $136K | Buy |
2,970
+446
| +18% | +$17.8K | ﹤0.01% | 4208 |
|
|
2023
Q1 | $111K | Buy |
2,524
+144
| +6% | +$7.02K | ﹤0.01% | 4354 |
|
|
2022
Q4 | $109K | Sell |
2,380
-172
| -7% | -$6.66K | ﹤0.01% | 4363 |
|
|
2022
Q3 | $71K | Sell |
2,552
-54
| -2% | -$1.7K | ﹤0.01% | 4645 |
|
|
2022
Q2 | $75K | Sell |
2,606
-15,572
| -86% | -$547K | ﹤0.01% | 4640 |
|
|
2022
Q1 | $1.38M | Buy |
18,178
+15,458
| +568% | +$650K | ﹤0.01% | 2268 |
|
|
2021
Q4 | $121K | Buy |
2,720
+464
| +21% | +$20.2K | ﹤0.01% | 4416 |
|
|
2021
Q3 | $78K | Sell |
2,256
-864
| -28% | -$28.7K | ﹤0.01% | 4752 |
|
|
2021
Q2 | $104K | Sell |
3,120
-29,925
| -91% | -$1.1M | ﹤0.01% | 4450 |
|
|
2021
Q1 | $1.26M | Buy |
33,045
+31,026
| +1,537% | +$993K | ﹤0.01% | 2024 |
|
|
2020
Q4 | $60K | Buy |
2,019
+20
| +1% | +$515 | ﹤0.01% | 4432 |
|
|
2020
Q3 | $40K | Buy |
1,999
+360
| +22% | +$7.03K | ﹤0.01% | 4465 |
|
|
2020
Q2 | $31K | Sell |
1,639
-599
| -27% | -$9.53K | ﹤0.01% | 4520 |
|
|
2020
Q1 | $32K | Buy |
+2,238
| New | +$54.2K | ﹤0.01% | 4317 |
|