HEES
Stifel Financial’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,327
| Closed | -$3.25M | – | 3520 |
|
|
2025
Q1 | $3.25M | Sell |
34,327
-33,547
| -49% | -$3.18M | ﹤0.01% | 1426 |
|
|
2024
Q4 | $3.32M | Sell |
67,874
-14,430
| -18% | -$707K | ﹤0.01% | 1438 |
|
|
2024
Q3 | $4.01M | Sell |
82,304
-6,231
| -7% | -$303K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $3.91M | Sell |
88,535
-34,155
| -28% | -$1.51M | ﹤0.01% | 1277 |
|
|
2024
Q1 | $7.87M | Sell |
122,690
-32,563
| -21% | -$2.09M | 0.01% | 906 |
|
|
2023
Q4 | $8.12M | Sell |
155,253
-473
| -0.3% | -$24.7K | 0.01% | 863 |
|
|
2023
Q3 | $6.73M | Buy |
155,726
+3,554
| +2% | +$153K | 0.01% | 890 |
|
|
2023
Q2 | $6.96M | Buy |
152,172
+9,352
| +7% | +$428K | 0.01% | 870 |
|
|
2023
Q1 | $6.32M | Sell |
142,820
-14,777
| -9% | -$654K | 0.01% | 889 |
|
|
2022
Q4 | $7.15M | Buy |
157,597
+12,403
| +9% | +$563K | 0.01% | 808 |
|
|
2022
Q3 | $4.12M | Buy |
145,194
+39,481
| +37% | +$1.12M | 0.01% | 1037 |
|
|
2022
Q2 | $3.06M | Buy |
105,713
+42,795
| +68% | +$1.24M | ﹤0.01% | 1218 |
|
|
2022
Q1 | $2.74M | Sell |
62,918
-17,530
| -22% | -$763K | ﹤0.01% | 1416 |
|
|
2021
Q4 | $3.56M | Sell |
80,448
-2,356
| -3% | -$104K | ﹤0.01% | 1250 |
|
|
2021
Q3 | $2.87M | Buy |
82,804
+21,891
| +36% | +$760K | ﹤0.01% | 1340 |
|
|
2021
Q2 | $2.03M | Buy |
60,913
+23,944
| +65% | +$796K | ﹤0.01% | 1605 |
|
|
2021
Q1 | $1.41M | Sell |
36,969
-23,506
| -39% | -$893K | ﹤0.01% | 1756 |
|
|
2020
Q4 | $1.8M | Sell |
60,475
-12,382
| -17% | -$369K | ﹤0.01% | 1450 |
|
|
2020
Q3 | $1.43M | Buy |
72,857
+24,181
| +50% | +$475K | ﹤0.01% | 1402 |
|
|
2020
Q2 | $899K | Buy |
48,676
+10,054
| +26% | +$186K | ﹤0.01% | 1637 |
|
|
2020
Q1 | $556K | Buy |
38,622
+6,045
| +19% | +$87K | ﹤0.01% | 1795 |
|
|
2019
Q4 | $1.09M | Sell |
32,577
-18,483
| -36% | -$619K | ﹤0.01% | 1763 |
|
|
2019
Q3 | $1.49M | Buy |
51,060
+6,322
| +14% | +$185K | ﹤0.01% | 1498 |
|
|
2019
Q2 | $1.32M | Buy |
+44,738
| New | +$1.32M | ﹤0.01% | 1626 |
|
|
2018
Q3 | – | Sell |
-28,539
| Closed | -$1.07M | – | 2783 |
|
|
2018
Q2 | $1.07M | Buy |
28,539
+4,758
| +20% | +$179K | ﹤0.01% | 1565 |
|
|
2018
Q1 | $914K | Sell |
23,781
-1,540
| -6% | -$59.2K | ﹤0.01% | 1632 |
|
|
2017
Q4 | $1.03M | Sell |
25,321
-4,424
| -15% | -$180K | ﹤0.01% | 1512 |
|
|
2017
Q3 | $870K | Buy |
+29,745
| New | +$870K | ﹤0.01% | 1564 |
|
|
2015
Q3 | – | Sell |
-67,026
| Closed | -$1.34M | – | 2301 |
|
|
2015
Q2 | $1.34M | Sell |
67,026
-144,229
| -68% | -$2.88M | 0.01% | 1211 |
|
|
2015
Q1 | $5.28M | Sell |
211,255
-95,645
| -31% | -$2.39M | 0.03% | 606 |
|
|
2014
Q4 | $13.4M | Sell |
306,900
-103,432
| -25% | -$4.53M | 0.07% | 320 |
|
|
2014
Q3 | $16.5M | Buy |
410,332
+55,534
| +16% | +$2.24M | 0.15% | 173 |
|
|
2014
Q2 | $12.9M | Buy |
354,798
+133,276
| +60% | +$4.84M | 0.12% | 232 |
|
|
2014
Q1 | $8.96M | Buy |
+221,522
| New | +$8.96M | 0.09% | 301 |
|