Principal Financial Group’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 |
-2,548
| Closed | -$242K | – | 2260 |
|
|
2025
Q1 | $242K | Buy |
+2,548
| New | +$222K | ﹤0.01% | 2029 |
|
|
2024
Q2 | – | Sell |
-4,327
| Closed | -$278K | – | 2406 |
|
|
2024
Q1 | $278K | Buy |
+4,327
| New | +$237K | ﹤0.01% | 2103 |
|
|
2022
Q2 | – | Sell |
-5,841
| Closed | -$254K | – | 2564 |
|
|
2022
Q1 | $254K | Buy |
5,841
+372
| +7% | +$15.6K | ﹤0.01% | 2282 |
|
|
2021
Q4 | $242K | Sell |
5,469
-29,911
| -85% | -$1.31M | ﹤0.01% | 2306 |
|
|
2021
Q3 | $1.23M | Buy |
35,380
+6,542
| +23% | +$217K | ﹤0.01% | 1961 |
|
|
2021
Q2 | $959K | Sell |
28,838
-182
| -0.6% | -$6.67K | ﹤0.01% | 2047 |
|
|
2021
Q1 | $1.1M | Buy |
29,020
+2,223
| +8% | +$71.1K | ﹤0.01% | 1973 |
|
|
2020
Q4 | $799K | Sell |
26,797
-12,038
| -31% | -$310K | ﹤0.01% | 1992 |
|
|
2020
Q3 | $763K | Buy |
38,835
+18,318
| +89% | +$358K | ﹤0.01% | 1921 |
|
|
2020
Q2 | $379K | Buy |
+20,517
| New | +$326K | ﹤0.01% | 2041 |
|
|
2018
Q4 | – | Sell |
-8,357
| Closed | -$316K | – | 2270 |
|
|
2018
Q3 | $316K | Buy |
+8,357
| New | +$303K | ﹤0.01% | 2064 |
|
|
2017
Q2 | – | Sell |
-370,000
| Closed | -$9.07M | – | 2268 |
|
|
2017
Q1 | $9.07M | Buy |
+370,000
| New | +$9.06M | 0.01% | 1244 |
|
|
2016
Q3 | – | Sell |
-369,453
| Closed | -$7.03M | – | 2180 |
|
|
2016
Q2 | $7.03M | Buy |
+369,453
| New | +$6.95M | 0.01% | 1268 |
|
|
2015
Q2 | – | Sell |
-9,028
| Closed | -$226K | – | 2194 |
|
|
2015
Q1 | $226K | Buy |
+9,028
| New | +$203K | ﹤0.01% | 1994 |
|
|
2014
Q4 | – | Sell |
-6,416
| Closed | -$258K | – | 2192 |
|
|
2014
Q3 | $258K | Hold |
6,416
| – | – | ﹤0.01% | 1966 |
|
|
2014
Q2 | $233K | Sell |
6,416
-1,688
| -21% | -$61.9K | ﹤0.01% | 2034 |
|
|
2014
Q1 | $328K | Sell |
8,104
-77
| -0.9% | -$2.56K | ﹤0.01% | 1962 |
|
|
2013
Q4 | $242K | Hold |
8,181
| – | – | ﹤0.01% | 2083 |
|
|
2013
Q3 | $217K | Buy |
+8,181
| New | +$195K | ﹤0.01% | 2086 |
|
