Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,194
Closed -$720K 2584
2025
Q2
$720K Sell
5,194
-1,929
-27% -$260K ﹤0.01% 716
2025
Q1
$1.14M Buy
7,123
+1,946
+38% +$286K ﹤0.01% 654
2024
Q4
$688K Buy
5,177
+760
+17% +$106K ﹤0.01% 833
2024
Q3
$600K Sell
4,417
-816
-16% -$114K ﹤0.01% 862
2024
Q2
$773K Sell
5,233
-680
-12% -$104K ﹤0.01% 717
2024
Q1
$903K Sell
5,913
-14,115
-70% -$2.05M ﹤0.01% 689
2023
Q4
$2.89M Sell
20,028
-979
-5% -$144K 0.01% 430
2023
Q3
$3.21M Buy
21,007
+510
+2% +$76.8K 0.01% 404
2023
Q2
$2.79M Sell
20,497
-25
-0.1% -$3.42K 0.01% 433
2023
Q1
$2.72M Sell
20,522
-362
-2% -$50.4K 0.01% 412
2022
Q4
$2.96M Buy
20,884
+54
+0.3% +$7.42K 0.01% 396
2022
Q3
$2.27M Sell
20,830
-761
-4% -$84.3K 0.01% 421
2022
Q2
$2.29M Buy
21,591
+16,392
+315% +$1.85M 0.01% 422
2022
Q1
$557K Buy
5,199
+271
+5% +$25.7K ﹤0.01% 608
2021
Q4
$364K Buy
4,928
+2,749
+126% +$223K ﹤0.01% 714
2021
Q3
$170K Buy
2,179
+174
+9% +$12.8K ﹤0.01% 823
2021
Q2
$175K Buy
2,005
+1
+0% +$81 ﹤0.01% 823
2021
Q1
$142K Buy
2,004
+435
+28% +$27.8K ﹤0.01% 820
2020
Q4
$83K Sell
1,569
-565
-26% -$25.7K ﹤0.01% 902
2020
Q3
$87K Buy
2,134
+721
+51% +$34.3K ﹤0.01% 859
2020
Q2
$73K Sell
1,413
-506
-26% -$23.2K ﹤0.01% 1286
2020
Q1
$63K Sell
1,919
-48,895
-96% -$2.65M ﹤0.01% 1189
2019
Q4
$3.4M Buy
50,814
+1,509
+3% +$98.7K 0.01% 425
2019
Q3
$2.98M Sell
49,305
-1,300
-3% -$81K 0.01% 406
2019
Q2
$3.22M Sell
50,605
-44,212
-47% -$2.73M 0.01% 413
2019
Q1
$5.71M Sell
94,817
-9,974
-10% -$549K 0.02% 239
2018
Q4
$4.24M Sell
104,791
-80
-0.1% -$4.56K 0.02% 243
2018
Q3
$7.51M Buy
104,871
+2,136
+2% +$141K 0.03% 219
2018
Q2
$6.87M Buy
102,735
+105
+0.1% +$6.27K 0.03% 230
2018
Q1
$5.2M Buy
102,630
+6,370
+7% +$312K 0.02% 283
2017
Q4
$4.57M Buy
96,260
+7,388
+8% +$333K 0.02% 302
2017
Q3
$4.17M Buy
88,872
+29,546
+50% +$1.25M 0.02% 311
2017
Q2
$2.6M Buy
59,326
+3,365
+6% +$157K 0.01% 397
2017
Q1
$2.7M Sell
55,961
-38,026
-40% -$2.01M 0.01% 411
2016
Q4
$5.85M Buy
93,987
+55,381
+143% +$3.03M 0.03% 303
2016
Q3
$2.07M Buy
38,606
+12,835
+50% +$688K 0.01% 435
2016
Q2
$1.55M Buy
25,771
+15,000
+139% +$869K 0.01% 416
2016
Q1
$567K Buy
10,771
+9,550
+782% +$422K ﹤0.01% 538
2015
Q4
$60K Sell
1,221
-940
-43% -$53.4K ﹤0.01% 933
2015
Q3
$108K Sell
2,161
-6,826
-76% -$391K ﹤0.01% 827
2015
Q2
$601K Sell
8,987
-900
-9% -$63.8K ﹤0.01% 625
2015
Q1
$670K Sell
9,887
-22
-0.2% -$1.57K ﹤0.01% 576
2014
Q4
$731K Buy
9,909
+9,104
+1,131% +$721K ﹤0.01% 530
2014
Q3
$76K Buy
805
+350
+77% +$34.6K ﹤0.01% 806
2014
Q2
$45K Hold
455
﹤0.01% 897
2014
Q1
$37K Hold
455
﹤0.01% 903
2013
Q4
$37K Sell
455
-31,723
-99% -$2.58M ﹤0.01% 905
2013
Q3
$2.49M Sell
32,178
-4,230
-12% -$315K 0.02% 273
2013
Q2
$2.42M Buy
+36,408
New +$2.52M 0.02% 263

Other funds holding HES