Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-300
Closed -$41.6K 2616
2025
Q2
$41.6K Sell
300
-4
-1% -$540 ﹤0.01% 1495
2025
Q1
$48.6K Buy
304
+34
+13% +$5K ﹤0.01% 1375
2024
Q4
$35.9K Sell
270
-949
-78% -$133K ﹤0.01% 1450
2024
Q3
$180K Buy
1,219
+461
+61% +$64.1K ﹤0.01% 917
2024
Q2
$116K Buy
758
+667
+733% +$102K ﹤0.01% 915
2024
Q1
$13.9K Sell
91
-1,178
-93% -$171K ﹤0.01% 1353
2023
Q4
$195K Buy
1,269
+203
+19% +$29.8K ﹤0.01% 454
2023
Q3
$145K Buy
1,066
+818
+330% +$123K ﹤0.01% 517
2023
Q2
$33K Sell
248
-2,198
-90% -$301K ﹤0.01% 848
2023
Q1
$347K Buy
2,446
+154
+7% +$21.4K 0.01% 370
2022
Q4
$250K Buy
2,292
+1,203
+110% +$165K ﹤0.01% 390
2022
Q3
$116K Buy
1,089
+325
+43% +$36K ﹤0.01% 478
2022
Q2
$82K Buy
+764
New +$86.4K ﹤0.01% 554

Other funds holding HES