Simplex Trading’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 | – | Hold |
0
| – | – | – | 3101 |
|
|
2025
Q1 | – | Sell |
-667
| Closed | -$32K | – | 3026 |
|
|
2024
Q4 | $32K | Buy |
+667
| New | +$32K | ﹤0.01% | 1549 |
|
|
2024
Q3 | – | Sell |
-1,202
| Closed | -$53K | – | 2985 |
|
|
2024
Q2 | $53K | Buy |
+1,202
| New | +$53K | ﹤0.01% | 1345 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3048 |
|
|
2023
Q4 | – | Sell |
-1,738
| Closed | -$75K | – | 3100 |
|
|
2023
Q3 | $75K | Sell |
1,738
-428
| -20% | -$18.5K | ﹤0.01% | 1095 |
|
|
2023
Q2 | $99K | Buy |
+2,166
| New | +$99K | ﹤0.01% | 1048 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3052 |
|
|
2022
Q4 | – | Sell |
-2,265
| Closed | -$64K | – | 3192 |
|
|
2022
Q3 | $64K | Buy |
2,265
+1,550
| +217% | +$43.8K | ﹤0.01% | 1318 |
|
|
2022
Q2 | $20K | Buy |
+715
| New | +$20K | ﹤0.01% | 1767 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3458 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3520 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3187 |
|
|
2021
Q2 | – | Sell |
-2,517
| Closed | -$95K | – | 3267 |
|
|
2021
Q1 | $95K | Buy |
+2,517
| New | +$95K | ﹤0.01% | 1441 |
|
|
2020
Q4 | – | Sell |
-3,939
| Closed | -$77K | – | 2759 |
|
|
2020
Q3 | $77K | Sell |
3,939
-1,680
| -30% | -$32.8K | ﹤0.01% | 1199 |
|
|
2020
Q2 | $103K | Buy |
+5,619
| New | +$103K | ﹤0.01% | 985 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2485 |
|
|
2019
Q4 | – | Sell |
-1,657
| Closed | -$47K | – | 2370 |
|
|
2019
Q3 | $47K | Sell |
1,657
-2,427
| -59% | -$68.8K | ﹤0.01% | 1105 |
|
|
2019
Q2 | $118K | Buy |
4,084
+3,760
| +1,160% | +$109K | ﹤0.01% | 821 |
|
|
2019
Q1 | $8K | Sell |
324
-4,331
| -93% | -$107K | ﹤0.01% | 1470 |
|
|
2018
Q4 | $95K | Sell |
4,655
-1,493
| -24% | -$30.5K | ﹤0.01% | 869 |
|
|
2018
Q3 | $232K | Buy |
6,148
+4,948
| +412% | +$187K | ﹤0.01% | 725 |
|
|
2018
Q2 | $45K | Buy |
+1,200
| New | +$45K | ﹤0.01% | 1274 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2350 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2281 |
|
|
2017
Q3 | – | Sell |
-1,340
| Closed | -$27K | – | 2189 |
|
|
2017
Q2 | $27K | Sell |
1,340
-1,271
| -49% | -$25.6K | ﹤0.01% | 1270 |
|
|
2017
Q1 | $64K | Buy |
+2,611
| New | +$64K | ﹤0.01% | 1025 |
|
|
2016
Q4 | – | Sell |
-4,054
| Closed | -$67K | – | 2135 |
|
|
2016
Q3 | $67K | Buy |
+4,054
| New | +$67K | ﹤0.01% | 832 |
|
|
2016
Q2 | – | Sell |
-5,749
| Closed | -$100K | – | 2117 |
|
|
2016
Q1 | $100K | Sell |
5,749
-13,926
| -71% | -$242K | 0.01% | 632 |
|
|
2015
Q4 | $343K | Buy |
19,675
+17,874
| +992% | +$312K | 0.03% | 321 |
|
|
2015
Q3 | $30K | Buy |
+1,801
| New | +$30K | ﹤0.01% | 1100 |
|
|
2015
Q2 | – | Sell |
-1,332
| Closed | -$33K | – | 2119 |
|
|
2015
Q1 | $33K | Sell |
1,332
-10,296
| -89% | -$255K | ﹤0.01% | 937 |
|
|
2014
Q4 | $327K | Buy |
+11,628
| New | +$327K | 0.04% | 219 |
|