SBI Securities’s H&E Equipment Services HEES Stock Holding History

SBI Securities’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	-73	Closed	-$6.92K	–	4179
2025 Q1	$6.92K	Buy	73 +6	+9%	+$522	﹤0.01%	1758
2024 Q4	$3.28K	Buy	+67	New	+$3.65K	﹤0.01%	2092

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

SBI Securities's HEES Position: Q2 2025 in Review

SBI Securities sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 73 shares — an estimated $6.92K sold.

SBI Securities first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $6.92K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

SBI Securities reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
SBI Securities sold 73 H&E Equipment Services shares in Q2 2025, an estimated $6.92K.
SBI Securities first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
SBI Securities's H&E Equipment Services position peaked at $6.92K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on SBI Securities's 13F filing for Q2 2025, filed 8 Aug 2025.