O'Shaughnessy Asset Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,102
| Closed | -$294K | – | 2436 |
|
|
2025
Q1 | $294K | Buy |
+3,102
| New | +$294K | ﹤0.01% | 1598 |
|
|
2024
Q2 | – | Sell |
-4,069
| Closed | -$261K | – | 1997 |
|
|
2024
Q1 | $261K | Buy |
+4,069
| New | +$261K | ﹤0.01% | 1384 |
|
|
2021
Q4 | – | Sell |
-2,473
| Closed | -$86K | – | 1766 |
|
|
2021
Q3 | $86K | Buy |
+2,473
| New | +$86K | ﹤0.01% | 1430 |
|