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
Q2 | – | Sell |
-5,300
| Closed | -$502K | – | 9514 |
|
|
2025
Q1 | $502K | Buy |
5,300
+4,000
| +308% | +$348K | 0.02% | 3401 |
|
|
2024
Q4 | $63K | Buy |
+1,300
| New | +$70.8K | ﹤0.01% | 5629 |
|
|
2024
Q3 | – | Sell |
-1,900
| Closed | -$83K | – | 9393 |
|
|
2024
Q2 | $83K | Sell |
1,900
-5,600
| -75% | -$287K | ﹤0.01% | 5557 |
|
|
2024
Q1 | $481K | Buy |
7,500
+6,200
| +477% | +$340K | 0.01% | 3902 |
|
|
2023
Q4 | $68K | Buy |
+1,300
| New | +$58.7K | ﹤0.01% | 5773 |
|
|
2023
Q3 | – | Sell |
-900
| Closed | -$41K | – | 9580 |
|
|
2023
Q2 | $41K | Sell |
900
-2,900
| -76% | -$116K | ﹤0.01% | 6038 |
|
|
2023
Q1 | $168K | Buy |
3,800
+600
| +19% | +$29.3K | 0.01% | 4522 |
|
|
2022
Q4 | $145K | Sell |
3,200
-2,000
| -38% | -$77.5K | 0.01% | 4634 |
|
|
2022
Q3 | $147K | Buy |
5,200
+3,500
| +206% | +$110K | 0.01% | 5009 |
|
|
2022
Q2 | $49K | Buy |
1,700
+700
| +70% | +$24.6K | ﹤0.01% | 6514 |
|
|
2022
Q1 | $43K | Sell |
1,000
-17,400
| -95% | -$732K | ﹤0.01% | 7341 |
|
|
2021
Q4 | $814K | Buy |
18,400
+18,300
| +18,300% | +$798K | 0.03% | 3143 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 9428 |
|
|
2021
Q2 | $3K | Buy |
100
+74
| +285% | +$2.71K | ﹤0.01% | 9614 |
|
|
2021
Q1 | $98K | Buy |
26
+22
| +550% | +$704 | 0.01% | 5775 |
|
|
2020
Q4 | $11K | Sell |
4
-37
| -90% | -$953 | ﹤0.01% | 7346 |
|
|
2020
Q3 | $80K | Sell |
41
-8
| -16% | -$156 | ﹤0.01% | 5135 |
|
|
2020
Q2 | $90K | Buy |
49
+29
| +145% | +$461 | ﹤0.01% | 4897 |
|
|
2020
Q1 | $29K | Sell |
20
-24
| -55% | -$581 | ﹤0.01% | 5644 |
|
|
2019
Q4 | $147K | Buy |
44
+7
| +19% | +$227 | 0.01% | 4085 |
|
|
2019
Q3 | $106K | Sell |
37
-11
| -23% | -$297 | 0.01% | 4266 |
|
|
2019
Q2 | $139K | Sell |
48
-114
| -70% | -$3.17K | 0.01% | 3856 |
|
|
2019
Q1 | $406K | Sell |
162
-17
| -9% | -$447 | 0.03% | 2872 |
|
|
2018
Q4 | $365K | Sell |
179
-27
| -13% | -$662 | 0.03% | 2516 |
|
|
2018
Q3 | $778K | Buy |
206
+142
| +222% | +$5.14K | 0.05% | 2139 |
|
|
2018
Q2 | $240K | Buy |
+64
| New | +$2.39K | 0.02% | 3266 |
|
|
2018
Q1 | – | Sell |
-74
| Closed | -$1K | – | 6650 |
|
|
2017
Q4 | $1K | Buy |
+74
| New | +$2.53K | ﹤0.01% | 5518 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$20K | – | 6447 |
|
|
2017
Q2 | $20K | Sell |
100
-79
| -44% | -$1.66K | ﹤0.01% | 3290 |
|
|
2017
Q1 | $10K | Buy |
179
+57
| +47% | +$1.4K | ﹤0.01% | 3968 |
|
|
2016
Q4 | $6K | Sell |
122
-51
| -29% | -$934 | ﹤0.01% | 4189 |
|
|
2016
Q3 | $24K | Buy |
173
+46
| +36% | +$789 | ﹤0.01% | 2789 |
|
|
2016
Q2 | $16K | Sell |
127
-403
| -76% | -$7.58K | ﹤0.01% | 3092 |
|
|
2016
Q1 | $30K | Buy |
530
+225
| +74% | +$3.26K | ﹤0.01% | 2429 |
|
|
2015
Q4 | $90K | Buy |
305
+237
| +349% | +$4.35K | 0.01% | 1438 |
|
|
2015
Q3 | $30K | Buy |
+68
| New | +$1.2K | ﹤0.01% | 2391 |
|
|
2015
Q2 | – | Sell |
-5
| Closed | -$1K | – | 5638 |
|
|
2015
Q1 | $1K | Sell |
5
-11
| -69% | -$247 | ﹤0.01% | 4486 |
|
|
2014
Q4 | $4K | Buy |
+16
| New | +$543 | ﹤0.01% | 3246 |
|
