Steward Partners Investment Advisory’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 |
-601
| Closed | -$57K | – | 4180 |
|
|
2025
Q1 | $57K | Sell |
601
-18
| -3% | -$1.71K | ﹤0.01% | 2317 |
|
|
2024
Q4 | $30.3K | Sell |
619
-45
| -7% | -$2.2K | ﹤0.01% | 2583 |
|
|
2024
Q3 | $32.3K | Hold |
664
| – | – | ﹤0.01% | 2447 |
|
|
2024
Q2 | $29.3K | Sell |
664
-47
| -7% | -$2.08K | ﹤0.01% | 2355 |
|
|
2024
Q1 | $45.6K | Hold |
711
| – | – | ﹤0.01% | 2159 |
|
|
2023
Q4 | $37.2K | Hold |
711
| – | – | ﹤0.01% | 2117 |
|
|
2023
Q3 | $30.7K | Buy |
711
+49
| +7% | +$2.12K | ﹤0.01% | 2123 |
|
|
2023
Q2 | $30.3K | Hold |
662
| – | – | ﹤0.01% | 2083 |
|
|
2023
Q1 | $29.3K | Hold |
662
| – | – | ﹤0.01% | 2088 |
|
|
2022
Q4 | $30.1K | Hold |
662
| – | – | ﹤0.01% | 2043 |
|
|
2022
Q3 | $19K | Buy |
662
+562
| +562% | +$16.1K | ﹤0.01% | 2243 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2913 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2951 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2886 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2922 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 6772 |
|
|
2021
Q1 | $3.8K | Sell |
100
-122
| -55% | -$4.64K | ﹤0.01% | 3080 |
|
|
2020
Q4 | $7K | Hold |
222
| – | – | ﹤0.01% | 2419 |
|
|
2020
Q3 | $4K | Hold |
222
| – | – | ﹤0.01% | 2427 |
|
|
2020
Q2 | $4K | Sell |
222
-300
| -57% | -$5.41K | ﹤0.01% | 2322 |
|
|
2020
Q1 | $7K | Sell |
522
-400
| -43% | -$5.36K | ﹤0.01% | 1965 |
|
|
2019
Q4 | $30K | Buy |
922
+700
| +315% | +$22.8K | ﹤0.01% | 1619 |
|
|
2019
Q3 | $6K | Hold |
222
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q2 | $6K | Buy |
+222
| New | +$6K | ﹤0.01% | 2156 |
|
|
2018
Q4 | – | Sell |
-222
| Closed | -$8K | – | 1343 |
|
|
2018
Q3 | $8K | Hold |
222
| – | – | ﹤0.01% | 1960 |
|
|
2018
Q2 | $8K | Hold |
222
| – | – | ﹤0.01% | 1815 |
|
|
2018
Q1 | $8K | Hold |
222
| – | – | ﹤0.01% | 1645 |
|
|
2017
Q4 | $9K | Buy |
222
+100
| +82% | +$4.05K | ﹤0.01% | 1368 |
|
|
2017
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 1401 |
|
|
2017
Q2 | $2K | Hold |
122
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q1 | $2K | Hold |
122
| – | – | ﹤0.01% | 1309 |
|
|
2016
Q4 | $2K | Buy |
+122
| New | +$2K | ﹤0.01% | 759 |
|