Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $954K | Sell |
19,590
-695
| -3% | -$33.8K | ﹤0.01% | 2198 |
|
|
2024
Q2 | $896K | Sell |
20,285
-439
| -2% | -$19.4K | ﹤0.01% | 2154 |
|
|
2024
Q1 | $1.33M | Buy |
20,724
+48
| +0.2% | +$3.08K | ﹤0.01% | 1889 |
|
|
2023
Q4 | $1.08M | Sell |
20,676
-2,368
| -10% | -$124K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $995K | Sell |
23,044
-1,598
| -6% | -$69K | ﹤0.01% | 1906 |
|
|
2023
Q2 | $1.13M | Buy |
24,642
+1,213
| +5% | +$55.5K | ﹤0.01% | 1852 |
|
|
2023
Q1 | $1.04M | Sell |
23,429
-2,211
| -9% | -$97.8K | ﹤0.01% | 1873 |
|
|
2022
Q4 | $1.16M | Sell |
25,640
-5,600
| -18% | -$254K | ﹤0.01% | 1737 |
|
|
2022
Q3 | $885K | Sell |
31,240
-2,442
| -7% | -$69.2K | ﹤0.01% | 1878 |
|
|
2022
Q2 | $976K | Sell |
33,682
-2,984
| -8% | -$86.5K | ﹤0.01% | 1849 |
|
|
2022
Q1 | $1.6M | Buy |
36,666
+66
| +0.2% | +$2.87K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $1.62M | Sell |
36,600
-100
| -0.3% | -$4.43K | ﹤0.01% | 1676 |
|
|
2021
Q3 | $1.27M | Buy |
36,700
+600
| +2% | +$20.8K | ﹤0.01% | 1788 |
|
|
2021
Q2 | $1.2M | Buy |
36,100
+750
| +2% | +$25K | ﹤0.01% | 1829 |
|
|
2021
Q1 | $1.34M | Sell |
35,350
-2,836
| -7% | -$108K | ﹤0.01% | 1650 |
|
|
2020
Q4 | $1.14M | Hold |
38,186
| – | – | ﹤0.01% | 1626 |
|
|
2020
Q3 | $751K | Buy |
38,186
+28,142
| +280% | +$553K | ﹤0.01% | 1724 |
|
|
2020
Q2 | $186K | Buy |
+10,044
| New | +$186K | ﹤0.01% | 2509 |
|
|
2018
Q1 | – | Sell |
-6,201
| Closed | -$252K | – | 2576 |
|
|
2017
Q4 | $252K | Buy |
+6,201
| New | +$252K | ﹤0.01% | 2116 |
|