Pin Oak Investment Advisors’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
Q2 | – | Sell |
-50
| Closed | -$5K | – | 464 |
|
|
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 | +$2.28K | ﹤0.01% | 430 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$2K | – | 467 |
|
|
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 | +$2.18K | ﹤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% | 379 |
|
|
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% | 383 |
|
|
2019
Q4 | $2K | Buy |
+50
| New | +$1.62K | ﹤0.01% | 374 |
|
Other funds holding HEES
Pin Oak Investment Advisors's HEES Position: Q2 2025 in Review
Pin Oak Investment Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 50 shares — an estimated $5K sold.
Pin Oak Investment Advisors first reported a position in HEES in Q4 2019 and held it in 20 quarters. The position peaked at $5K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.
- Pin Oak Investment Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
- Pin Oak Investment Advisors sold 50 H&E Equipment Services shares in Q2 2025, an estimated $5K.
- Pin Oak Investment Advisors first reported a position in H&E Equipment Services in Q4 2019 and held it in 20 quarters.
- Pin Oak Investment Advisors's H&E Equipment Services position peaked at $5K in Q1 2025.
- 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.
Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.