Shelton Capital Management’s H&E Equipment Services HEES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.35M Sell
2024
Q4
$1.73M Sell
2024
Q3
$3.43M Sell
2024
Q2
$3.55M Sell
2024
Q1
$5.49M Sell
2023
Q4
$6.3M Sell
2023
Q3
$6.49M Buy
2023
Q2
$2.29M Buy