Semanteon Capital Management’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 Q4	–	Sell	-21,103	Closed	-$1.03M	–	274
2024 Q3	$1.03M	Buy	21,103 +14,710	+230%	+$716K	0.7%	64
2024 Q2	$282K	Buy	+6,393	New	+$282K	0.2%	167
2024 Q1	–	Sell	-16,793	Closed	-$879K	–	257
2023 Q4	$879K	Buy	+16,793	New	+$879K	0.59%	78