Shelton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,303
| Closed | -$3.35M | – | 724 |
|
|
2025
Q1 | $3.35M | Sell |
35,303
-64
| -0.2% | -$6.07K | 0.08% | 190 |
|
|
2024
Q4 | $1.73M | Sell |
35,367
-35,111
| -50% | -$1.72M | 0.04% | 239 |
|
|
2024
Q3 | $3.43M | Sell |
70,478
-10,000
| -12% | -$487K | 0.09% | 194 |
|
|
2024
Q2 | $3.55M | Sell |
80,478
-5,000
| -6% | -$221K | 0.1% | 190 |
|
|
2024
Q1 | $5.49M | Sell |
85,478
-34,953
| -29% | -$2.24M | 0.16% | 147 |
|
|
2023
Q4 | $6.3M | Sell |
120,431
-29,737
| -20% | -$1.56M | 0.2% | 121 |
|
|
2023
Q3 | $6.49M | Buy |
150,168
+100,008
| +199% | +$4.32M | 0.24% | 104 |
|
|
2023
Q2 | $2.29M | Buy |
+50,160
| New | +$2.29M | 0.08% | 221 |
|