Panagora 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
Q1 | – | Sell |
-106,383
| Closed | -$5.21M | – | 1142 |
|
|
2024
Q4 | $5.21M | Sell |
106,383
-90,921
| -46% | -$4.45M | 0.02% | 337 |
|
|
2024
Q3 | $9.6M | Sell |
197,304
-1,770
| -0.9% | -$86.2K | 0.05% | 244 |
|
|
2024
Q2 | $8.79M | Buy |
199,074
+16,342
| +9% | +$722K | 0.04% | 234 |
|
|
2024
Q1 | $11.7M | Buy |
182,732
+47,191
| +35% | +$3.03M | 0.06% | 221 |
|
|
2023
Q4 | $7.09M | Buy |
135,541
+32,788
| +32% | +$1.72M | 0.04% | 269 |
|
|
2023
Q3 | $4.44M | Buy |
102,753
+47,749
| +87% | +$2.06M | 0.03% | 324 |
|
|
2023
Q2 | $2.52M | Buy |
55,004
+1,600
| +3% | +$73.2K | 0.01% | 480 |
|
|
2023
Q1 | $2.36M | Buy |
53,404
+592
| +1% | +$26.2K | 0.01% | 534 |
|
|
2022
Q4 | $2.4M | Sell |
52,812
-1,341
| -2% | -$60.9K | 0.02% | 579 |
|
|
2022
Q3 | $1.54M | Buy |
+54,153
| New | +$1.54M | 0.01% | 694 |
|
|
2021
Q2 | – | Sell |
-4,016
| Closed | -$153K | – | 2850 |
|
|
2021
Q1 | $153K | Sell |
4,016
-18,263
| -82% | -$696K | ﹤0.01% | 1789 |
|
|
2020
Q4 | $664K | Sell |
22,279
-172,849
| -89% | -$5.15M | ﹤0.01% | 1123 |
|
|
2020
Q3 | $3.84M | Sell |
195,128
-13,186
| -6% | -$259K | 0.02% | 462 |
|
|
2020
Q2 | $3.85M | Buy |
208,314
+24,566
| +13% | +$454K | 0.02% | 466 |
|
|
2020
Q1 | $2.7M | Buy |
183,748
+10,211
| +6% | +$150K | 0.02% | 509 |
|
|
2019
Q4 | $5.8M | Buy |
173,537
+164,494
| +1,819% | +$5.5M | 0.03% | 450 |
|
|
2019
Q3 | $261K | Sell |
9,043
-55,321
| -86% | -$1.6M | ﹤0.01% | 1537 |
|
|
2019
Q2 | $1.87M | Hold |
64,364
| – | – | 0.01% | 862 |
|
|
2019
Q1 | $1.62M | Hold |
64,364
| – | – | 0.01% | 918 |
|
|
2018
Q4 | $1.31M | Buy |
64,364
+31,330
| +95% | +$640K | 0.01% | 959 |
|
|
2018
Q3 | $1.25M | Buy |
33,034
+32,930
| +31,663% | +$1.24M | ﹤0.01% | 1033 |
|
|
2018
Q2 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 2321 |
|