Sit Investment Associates’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
Q1 | – | Sell |
-50,365
| Closed | -$2.47M | – | 533 |
|
|
2024
Q4 | $2.47M | Hold |
50,365
| – | – | 0.06% | 297 |
|
|
2024
Q3 | $2.45M | Hold |
50,365
| – | – | 0.05% | 289 |
|
|
2024
Q2 | $2.23M | Buy |
50,365
+1,350
| +3% | +$59.6K | 0.05% | 279 |
|
|
2024
Q1 | $3.15M | Sell |
49,015
-5,950
| -11% | -$382K | 0.07% | 257 |
|
|
2023
Q4 | $2.88M | Sell |
54,965
-4,650
| -8% | -$243K | 0.07% | 270 |
|
|
2023
Q3 | $2.58M | Buy |
59,615
+2,940
| +5% | +$127K | 0.07% | 259 |
|
|
2023
Q2 | $2.59M | Hold |
56,675
| – | – | 0.07% | 259 |
|
|
2023
Q1 | $2.51M | Sell |
56,675
-450
| -0.8% | -$19.9K | 0.07% | 268 |
|
|
2022
Q4 | $2.59M | Sell |
57,125
-25,325
| -31% | -$1.15M | 0.07% | 266 |
|
|
2022
Q3 | $2.34M | Hold |
82,450
| – | – | 0.07% | 260 |
|
|
2022
Q2 | $2.39M | Hold |
82,450
| – | – | 0.07% | 261 |
|
|
2022
Q1 | $3.59M | Hold |
82,450
| – | – | 0.1% | 242 |
|
|
2021
Q4 | $3.65M | Buy |
82,450
+3,375
| +4% | +$149K | 0.09% | 251 |
|
|
2021
Q3 | $2.75M | Hold |
79,075
| – | – | 0.07% | 267 |
|
|
2021
Q2 | $2.63M | Hold |
79,075
| – | – | 0.07% | 272 |
|
|
2021
Q1 | $3.01M | Buy |
79,075
+12,475
| +19% | +$474K | 0.08% | 264 |
|
|
2020
Q4 | $1.99M | Buy |
66,600
+21,000
| +46% | +$626K | 0.05% | 293 |
|
|
2020
Q3 | $896K | Buy |
45,600
+7,300
| +19% | +$143K | 0.03% | 352 |
|
|
2020
Q2 | $708K | Sell |
38,300
-26,275
| -41% | -$486K | 0.02% | 358 |
|
|
2020
Q1 | $948K | Buy |
64,575
+54,375
| +533% | +$798K | 0.04% | 326 |
|
|
2019
Q4 | $341K | Buy |
+10,200
| New | +$341K | 0.01% | 409 |
|