Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-43
Closed -$5.92K 2282
2025
Q2
$5.92K Buy
43
+3
+8% +$405 ﹤0.01% 1628
2025
Q1
$6.32K Hold
40
﹤0.01% 1551
2024
Q4
$5.38K Sell
40
-27
-40% -$3.77K ﹤0.01% 1461
2024
Q3
$9.14K Sell
67
-4
-6% -$556 ﹤0.01% 1441
2024
Q2
$10.5K Hold
71
﹤0.01% 1296
2024
Q1
$10.9K Sell
71
-47
-40% -$6.83K ﹤0.01% 1258
2023
Q4
$17K Buy
118
+62
+111% +$9.09K ﹤0.01% 1141
2023
Q3
$8.57K Sell
56
-38
-40% -$5.72K ﹤0.01% 1278
2023
Q2
$12.8K Sell
94
-27
-22% -$3.69K ﹤0.01% 1250
2023
Q1
$16K Buy
121
+19
+19% +$2.65K ﹤0.01% 1154
2022
Q4
$14.5K Buy
102
+53
+108% +$7.28K ﹤0.01% 1179
2022
Q3
$5K Buy
49
+15
+44% +$1.66K ﹤0.01% 1513
2022
Q2
$4K Buy
34
+19
+127% +$2.15K ﹤0.01% 1545
2022
Q1
$2K Hold
15
﹤0.01% 1786
2021
Q4
$1K Buy
+15
New +$1.22K ﹤0.01% 1928
2019
Q4
Sell
-347
Closed -$21K 1909
2019
Q3
$21K Buy
347
+47
+16% +$2.93K ﹤0.01% 1172
2019
Q2
$19K Hold
300
﹤0.01% 1064
2019
Q1
$18K Hold
300
﹤0.01% 1019
2018
Q4
$12K Buy
+300
New +$17.1K ﹤0.01% 1038

Other funds holding HES