Oxford Asset Management’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 | – | Sell |
-5,999
| Closed | -$569K | – | 601 |
|
|
2025
Q1 | $569K | Buy |
+5,999
| New | +$569K | 0.27% | 103 |
|
|
2024
Q3 | – | Sell |
-5,924
| Closed | -$262K | – | 368 |
|
|
2024
Q2 | $262K | Buy |
+5,924
| New | +$262K | 0.25% | 156 |
|
|
2020
Q1 | – | Sell |
-53,741
| Closed | -$1.8M | – | 676 |
|
|
2019
Q4 | $1.8M | Buy |
53,741
+26,342
| +96% | +$881K | 0.05% | 482 |
|
|
2019
Q3 | $791K | Buy |
+27,399
| New | +$791K | 0.02% | 1059 |
|
|
2018
Q4 | – | Sell |
-45,423
| Closed | -$1.72M | – | 1902 |
|
|
2018
Q3 | $1.72M | Buy |
+45,423
| New | +$1.72M | 0.04% | 748 |
|
|
2018
Q2 | – | Sell |
-40,551
| Closed | -$1.56M | – | 1790 |
|
|
2018
Q1 | $1.56M | Buy |
40,551
+24,725
| +156% | +$952K | 0.03% | 707 |
|
|
2017
Q4 | $642K | Buy |
+15,826
| New | +$642K | 0.01% | 1105 |
|