Raymond James Financial’s H&E Equipment Services HEES Stock Holding History

Raymond James Financial’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28,649	Closed	-$2.72M	–	7025
2025 Q1	$2.72M	Sell	28,649 -45,684	-61%	-$3.98M	﹤0.01%	2775
2024 Q4	$3.64M	Buy	+74,333	New	+$4.05M	﹤0.01%	2536

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Raymond James Financial's HEES Position: Q2 2025 in Review

Raymond James Financial sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 28,649 shares — an estimated $2.72M sold.

Raymond James Financial first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $3.64M in Q4 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Raymond James Financial reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Raymond James Financial sold 28,649 H&E Equipment Services shares in Q2 2025, an estimated $2.72M.
Raymond James Financial first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
Raymond James Financial's H&E Equipment Services position peaked at $3.64M in Q4 2024.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.