Simplex Trading’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
Q1 | – | Sell |
-667
| Closed | -$58K | – | 9346 |
|
|
2024
Q4 | $32K | Buy |
+667
| New | +$36.3K | ﹤0.01% | 6288 |
|
|
2024
Q3 | – | Sell |
-1,202
| Closed | -$56.5K | – | 9392 |
|
|
2024
Q2 | $53K | Buy |
+1,202
| New | +$61.6K | ﹤0.01% | 6029 |
|
|
2023
Q4 | – | Sell |
-1,738
| Closed | -$78.5K | – | 9689 |
|
|
2023
Q3 | $75K | Sell |
1,738
-428
| -20% | -$19.5K | ﹤0.01% | 5388 |
|
|
2023
Q2 | $99K | Buy |
+2,166
| New | +$86.5K | ﹤0.01% | 5092 |
|
|
2022
Q4 | – | Sell |
-2,265
| Closed | -$87.7K | – | 10125 |
|
|
2022
Q3 | $64K | Buy |
2,265
+1,550
| +217% | +$48.8K | ﹤0.01% | 6095 |
|
|
2022
Q2 | $20K | Buy |
+715
| New | +$25.1K | ﹤0.01% | 7609 |
|
|
2021
Q2 | – | Sell |
-2,517
| Closed | -$92.2K | – | 10536 |
|
|
2021
Q1 | $95K | Buy |
+2,517
| New | +$80.6K | 0.01% | 5814 |
|
|
2020
Q4 | – | Sell |
-3,939
| Closed | -$101K | – | 8877 |
|
|
2020
Q3 | $77K | Sell |
3,939
-1,680
| -30% | -$32.8K | ﹤0.01% | 5178 |
|
|
2020
Q2 | $103K | Buy |
+5,619
| New | +$89.4K | 0.01% | 4758 |
|
|
2019
Q4 | – | Sell |
-1,657
| Closed | -$53.7K | – | 7849 |
|
|
2019
Q3 | $47K | Sell |
1,657
-2,427
| -59% | -$65.6K | ﹤0.01% | 5072 |
|
|
2019
Q2 | $118K | Buy |
4,084
+3,760
| +1,160% | +$105K | 0.01% | 4007 |
|
|
2019
Q1 | $8K | Sell |
324
-4,331
| -93% | -$114K | ﹤0.01% | 6271 |
|
|
2018
Q4 | $95K | Sell |
4,655
-1,493
| -24% | -$36.6K | 0.01% | 3891 |
|
|
2018
Q3 | $232K | Buy |
6,148
+4,948
| +412% | +$179K | 0.01% | 3483 |
|
|
2018
Q2 | $45K | Buy |
+1,200
| New | +$44.7K | ﹤0.01% | 5171 |
|
|
2017
Q3 | – | Sell |
-1,340
| Closed | -$31.1K | – | 6446 |
|
|
2017
Q2 | $27K | Sell |
1,340
-1,271
| -49% | -$26.7K | ﹤0.01% | 2988 |
|
|
2017
Q1 | $64K | Buy |
+2,611
| New | +$63.9K | ﹤0.01% | 2140 |
|
|
2016
Q4 | – | Sell |
-4,054
| Closed | -$74.3K | – | 6397 |
|
|
2016
Q3 | $67K | Buy |
+4,054
| New | +$69.6K | 0.01% | 1855 |
|
|
2016
Q2 | – | Sell |
-5,749
| Closed | -$108K | – | 6338 |
|
|
2016
Q1 | $100K | Sell |
5,749
-13,926
| -71% | -$202K | 0.02% | 1351 |
|
|
2015
Q4 | $343K | Buy |
19,675
+17,874
| +992% | +$328K | 0.05% | 582 |
|
|
2015
Q3 | $30K | Buy |
+1,801
| New | +$31.6K | ﹤0.01% | 2390 |
|
|
2015
Q2 | – | Sell |
-1,332
| Closed | -$31.9K | – | 5637 |
|
|
2015
Q1 | $33K | Sell |
1,332
-10,296
| -89% | -$232K | 0.01% | 1874 |
|
|
2014
Q4 | $327K | Buy |
+11,628
| New | +$395K | 0.07% | 398 |
|
