SG Americas Securities’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 |
-1,980
| Closed | -$188K | – | 2787 |
|
|
2025
Q1 | $188K | Buy |
+1,980
| New | +$188K | ﹤0.01% | 2299 |
|
|
2024
Q4 | – | Sell |
-10,730
| Closed | -$522K | – | 2860 |
|
|
2024
Q3 | $522K | Sell |
10,730
-10,132
| -49% | -$493K | ﹤0.01% | 1459 |
|
|
2024
Q2 | $921K | Buy |
20,862
+18,215
| +688% | +$804K | 0.01% | 1235 |
|
|
2024
Q1 | $170K | Buy |
+2,647
| New | +$170K | ﹤0.01% | 1863 |
|
|
2023
Q4 | – | Sell |
-11,430
| Closed | -$494K | – | 2872 |
|
|
2023
Q3 | $494K | Buy |
+11,430
| New | +$494K | 0.01% | 1641 |
|
|
2023
Q2 | – | Sell |
-2,321
| Closed | -$103K | – | 2300 |
|
|
2023
Q1 | $103K | Sell |
2,321
-914
| -28% | -$40.6K | ﹤0.01% | 2639 |
|
|
2022
Q4 | $147K | Sell |
3,235
-10,901
| -77% | -$495K | ﹤0.01% | 2214 |
|
|
2022
Q3 | $401K | Buy |
14,136
+10,611
| +301% | +$301K | 0.01% | 1540 |
|
|
2022
Q2 | $102K | Buy |
+3,525
| New | +$102K | ﹤0.01% | 2841 |
|
|
2021
Q4 | – | Sell |
-14,249
| Closed | -$495K | – | 3126 |
|
|
2021
Q3 | $495K | Buy |
+14,249
| New | +$495K | ﹤0.01% | 2313 |
|
|
2021
Q2 | – | Sell |
-49,460
| Closed | -$1.88M | – | 2646 |
|
|
2021
Q1 | $1.88M | Buy |
49,460
+38,772
| +363% | +$1.47M | 0.01% | 977 |
|
|
2020
Q4 | $319K | Buy |
+10,688
| New | +$319K | ﹤0.01% | 2041 |
|
|
2020
Q3 | – | Sell |
-21,744
| Closed | -$402K | – | 2465 |
|
|
2020
Q2 | $402K | Sell |
21,744
-5,218
| -19% | -$96.5K | ﹤0.01% | 1951 |
|
|
2020
Q1 | $396K | Sell |
26,962
-78,085
| -74% | -$1.15M | ﹤0.01% | 1675 |
|
|
2019
Q4 | $3.51M | Buy |
+105,047
| New | +$3.51M | 0.03% | 465 |
|
|
2019
Q3 | – | Sell |
-4,533
| Closed | -$132K | – | 2538 |
|
|
2019
Q2 | $132K | Sell |
4,533
-3,962
| -47% | -$115K | ﹤0.01% | 2285 |
|
|
2019
Q1 | $213K | Buy |
+8,495
| New | +$213K | ﹤0.01% | 2202 |
|
|
2018
Q3 | – | Sell |
-3,439
| Closed | -$129K | – | 2707 |
|
|
2018
Q2 | $129K | Sell |
3,439
-587
| -15% | -$22K | ﹤0.01% | 2533 |
|
|
2018
Q1 | $155K | Sell |
4,026
-3,030
| -43% | -$117K | ﹤0.01% | 2220 |
|
|
2017
Q4 | $287K | Buy |
7,056
+1,597
| +29% | +$65K | ﹤0.01% | 1864 |
|
|
2017
Q3 | $159K | Buy |
+5,459
| New | +$159K | ﹤0.01% | 2437 |
|
|
2017
Q2 | – | Sell |
-18,265
| Closed | -$448K | – | 2789 |
|
|
2017
Q1 | $448K | Buy |
18,265
+12,169
| +200% | +$298K | ﹤0.01% | 1719 |
|
|
2016
Q4 | $142K | Sell |
6,096
-1,232
| -17% | -$28.7K | ﹤0.01% | 2311 |
|
|
2016
Q3 | $123K | Buy |
+7,328
| New | +$123K | ﹤0.01% | 2573 |
|
|
2013
Q4 | – | Sell |
-5,029
| Closed | -$134K | – | 2303 |
|
|
2013
Q3 | $134K | Sell |
5,029
-3,131
| -38% | -$83.4K | ﹤0.01% | 2176 |
|
|
2013
Q2 | $172K | Buy |
+8,160
| New | +$172K | ﹤0.01% | 1527 |
|