Summit Global Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,343
| Closed | -$1.14M | – | 578 |
|
|
2024
Q3 | $1.14M | Sell |
23,343
-121
| -0.5% | -$5.89K | 0.07% | 225 |
|
|
2024
Q2 | $1.04M | Buy |
23,464
+2,168
| +10% | +$95.7K | 0.07% | 236 |
|
|
2024
Q1 | $1.37M | Buy |
21,296
+504
| +2% | +$32.4K | 0.1% | 157 |
|
|
2023
Q4 | $1.09M | Buy |
20,792
+2,483
| +14% | +$130K | 0.07% | 225 |
|
|
2023
Q3 | $791K | Buy |
18,309
+4,268
| +30% | +$184K | 0.05% | 264 |
|
|
2023
Q2 | $642K | Sell |
14,041
-7,910
| -36% | -$362K | 0.04% | 302 |
|
|
2023
Q1 | $971K | Buy |
+21,951
| New | +$971K | 0.08% | 250 |
|