Wellington Shields Capital Management’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 |
-2,450
| Closed | -$232K | – | 328 |
|
|
2025
Q1 | $232K | Buy |
+2,450
| New | +$232K | 0.04% | 213 |
|
|
2024
Q2 | – | Sell |
-3,200
| Closed | -$205K | – | 314 |
|
|
2024
Q1 | $205K | Buy |
+3,200
| New | +$205K | 0.04% | 230 |
|
|
2020
Q2 | – | Sell |
-16,600
| Closed | -$244K | – | 240 |
|
|
2020
Q1 | $244K | Hold |
16,600
| – | – | 0.05% | 205 |
|
|
2019
Q4 | $555K | Sell |
16,600
-2,500
| -13% | -$83.6K | 0.09% | 166 |
|
|
2019
Q3 | $551K | Sell |
19,100
-4,600
| -19% | -$133K | 0.09% | 173 |
|
|
2019
Q2 | $689K | Hold |
23,700
| – | – | 0.11% | 149 |
|
|
2019
Q1 | $595K | Hold |
23,700
| – | – | 0.1% | 163 |
|
|
2018
Q4 | $484K | Buy |
23,700
+11,900
| +101% | +$243K | 0.09% | 176 |
|
|
2018
Q3 | $446K | Sell |
11,800
-3,600
| -23% | -$136K | 0.07% | 214 |
|
|
2018
Q2 | $579K | Hold |
15,400
| – | – | 0.1% | 188 |
|
|
2018
Q1 | $593K | Hold |
15,400
| – | – | 0.09% | 197 |
|
|
2017
Q4 | $626K | Sell |
15,400
-18,400
| -54% | -$748K | 0.1% | 194 |
|
|
2017
Q3 | $987K | Sell |
33,800
-3,000
| -8% | -$87.6K | 0.16% | 131 |
|
|
2017
Q2 | $751K | Buy |
36,800
+8,900
| +32% | +$182K | 0.12% | 164 |
|
|
2017
Q1 | $684K | Buy |
+27,900
| New | +$684K | 0.11% | 168 |
|