Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-7,302
Closed -$1.01M 2074
2025
Q2
$1.01M Buy
7,302
+3,295
+82% +$445K 0.01% 1185
2025
Q1
$640K Buy
4,007
+1,604
+67% +$236K 0.01% 1291
2024
Q4
$320K Sell
2,403
-1,287
-35% -$180K ﹤0.01% 1531
2024
Q3
$501K Sell
3,690
-2,916
-44% -$406K 0.01% 1338
2024
Q2
$975K Sell
6,606
-425
-6% -$65.1K 0.01% 1006
2024
Q1
$1.07M Buy
7,031
+6
+0.1% +$871 0.01% 956
2023
Q4
$1.01M Sell
7,025
-75
-1% -$11K 0.01% 937
2023
Q3
$1.09M Sell
7,100
-379
-5% -$57.1K 0.01% 895
2023
Q2
$1.02M Buy
7,479
+1,404
+23% +$192K 0.01% 952
2023
Q1
$804K Buy
6,075
+5
+0.1% +$696 0.01% 968
2022
Q4
$861K Sell
6,070
-155
-2% -$21.3K 0.02% 779
2022
Q3
$679K Sell
6,225
-98
-2% -$10.9K 0.01% 846
2022
Q2
$670K Buy
6,323
+436
+7% +$49.3K 0.01% 872
2022
Q1
$630K Buy
5,887
+86
+1% +$8.16K 0.01% 963
2021
Q4
$429K Buy
5,801
+1,696
+41% +$138K 0.01% 1119
2021
Q3
$358K Hold
4,105
0.01% 1081
2021
Q2
$358K Buy
+4,105
New +$331K ﹤0.01% 1135

Other funds holding HES