Pin Oak Investment Advisors’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 |
-50
| Closed | -$5K | – | 479 |
|
|
2025
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 374 |
|
|
2024
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 431 |
|
|
2024
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 417 |
|
|
2023
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 430 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2K | – | 468 |
|
|
2023
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 397 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 398 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$2K | – | 413 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 374 |
|
|
2021
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 377 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 411 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 366 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 374 |
|