Raymond James & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.05M | Sell |
42,181
-6,081
| -13% | -$286K | ﹤0.01% | 2207 |
|
|
2024
Q2 | $2.13M | Sell |
48,262
-12,046
| -20% | -$618K | ﹤0.01% | 2127 |
|
|
2024
Q1 | $3.87M | Buy |
60,308
+23,117
| +62% | +$1.27M | ﹤0.01% | 1765 |
|
|
2023
Q4 | $1.95M | Sell |
37,191
-9,276
| -20% | -$419K | ﹤0.01% | 2120 |
|
|
2023
Q3 | $2.01M | Buy |
46,467
+249
| +0.5% | +$11.3K | ﹤0.01% | 2017 |
|
|
2023
Q2 | $2.11M | Buy |
46,218
+567
| +1% | +$22.7K | ﹤0.01% | 2024 |
|
|
2023
Q1 | $2.02M | Sell |
45,651
-773
| -2% | -$37.7K | ﹤0.01% | 2026 |
|
|
2022
Q4 | $2.11M | Buy |
46,424
+11,538
| +33% | +$447K | ﹤0.01% | 1955 |
|
|
2022
Q3 | $989K | Sell |
34,886
-1,350
| -4% | -$42.5K | ﹤0.01% | 2395 |
|
|
2022
Q2 | $1.05M | Sell |
36,236
-784
| -2% | -$27.5K | ﹤0.01% | 2406 |
|
|
2022
Q1 | $1.61M | Buy |
37,020
+2,864
| +8% | +$120K | ﹤0.01% | 2279 |
|
|
2021
Q4 | $1.51M | Sell |
34,156
-3,526
| -9% | -$154K | ﹤0.01% | 2354 |
|
|
2021
Q3 | $1.31M | Buy |
37,682
+506
| +1% | +$16.8K | ﹤0.01% | 2400 |
|
|
2021
Q2 | $1.24M | Buy |
37,176
+4,935
| +15% | +$181K | ﹤0.01% | 2443 |
|
|
2021
Q1 | $1.23M | Buy |
32,241
+24,131
| +298% | +$772K | ﹤0.01% | 2360 |
|
|
2020
Q4 | $242K | Buy |
+8,110
| New | +$209K | ﹤0.01% | 3261 |
|
|
2020
Q1 | – | Sell |
-15,399
| Closed | -$515K | – | 3593 |
|
|
2019
Q4 | $515K | Buy |
15,399
+6,952
| +82% | +$225K | ﹤0.01% | 2719 |
|
|
2019
Q3 | $244K | Sell |
8,447
-123
| -1% | -$3.33K | ﹤0.01% | 3131 |
|
|
2019
Q2 | $249K | Sell |
8,570
-265
| -3% | -$7.37K | ﹤0.01% | 3115 |
|
|
2019
Q1 | $222K | Buy |
+8,835
| New | +$232K | ﹤0.01% | 3177 |
|
|
2018
Q4 | – | Sell |
-7,671
| Closed | -$290K | – | 3617 |
|
|
2018
Q3 | $290K | Sell |
7,671
-195
| -2% | -$7.06K | ﹤0.01% | 3052 |
|
|
2018
Q2 | $296K | Sell |
7,866
-8,712
| -53% | -$325K | ﹤0.01% | 3029 |
|
|
2018
Q1 | $638K | Buy |
16,578
+8,053
| +94% | +$317K | ﹤0.01% | 2417 |
|
|
2017
Q4 | $347K | Buy |
8,525
+909
| +12% | +$31.1K | ﹤0.01% | 2749 |
|
|
2017
Q3 | $222K | Buy |
+7,616
| New | +$177K | ﹤0.01% | 2979 |
|
Other funds holding HEES
PP
