Rothschild Investment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-80
| Closed | -$7.58K | – | 3094 |
|
|
2025
Q1 | $7.58K | Buy |
80
+15
| +23% | +$1.42K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $3.18K | Buy |
65
+10
| +18% | +$490 | ﹤0.01% | 1545 |
|
|
2024
Q3 | $2.68K | Buy |
55
+45
| +450% | +$2.19K | ﹤0.01% | 1579 |
|
|
2024
Q2 | $442 | Buy |
10
+5
| +100% | +$221 | ﹤0.01% | 2097 |
|
|
2024
Q1 | $321 | Buy |
+5
| New | +$321 | ﹤0.01% | 1528 |
|