Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-430
Closed -$59.5K 3903
2025
Q2
$59.5K Buy
430
+197
+85% +$26.6K ﹤0.01% 1153
2025
Q1
$37.2K Buy
233
+87
+60% +$12.8K ﹤0.01% 1063
2024
Q4
$19.4K Buy
146
+35
+32% +$4.89K ﹤0.01% 1225
2024
Q3
$15K Sell
111
-1
-0.9% -$139 ﹤0.01% 1215
2024
Q2
$16.7K Hold
112
﹤0.01% 1037
2024
Q1
$17.2K Buy
112
+5
+5% +$726 ﹤0.01% 695
2023
Q4
$15.5K Hold
107
﹤0.01% 693
2023
Q3
$16.4K Hold
107
﹤0.01% 624
2023
Q2
$14.6K Buy
107
+12
+13% +$1.64K ﹤0.01% 642
2023
Q1
$12.6K Buy
95
+24
+34% +$3.34K ﹤0.01% 653
2022
Q4
$10.1K Hold
71
﹤0.01% 650
2022
Q3
$8K Buy
71
+27
+61% +$2.99K ﹤0.01% 691
2022
Q2
$5K Hold
44
﹤0.01% 777
2022
Q1
$5K Buy
44
+27
+159% +$2.56K ﹤0.01% 768
2021
Q4
$1K Buy
+17
New +$1.38K ﹤0.01% 1019

Other funds holding HES