Segall Bryant & Hamill’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
Q1
Sell
-87,613
Closed -$4.29M 602
2024
Q4
$4.29M Sell
87,613
-12,953
-13% -$634K 0.06% 357
2024
Q3
$4.9M Buy
100,566
+664
+0.7% +$32.3K 0.07% 336
2024
Q2
$4.41M Buy
+99,902
New +$4.41M 0.08% 310