Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-504
Closed -$69.8K 1703
2025
Q2
$69.8K Buy
504
+342
+211% +$46.2K ﹤0.01% 871
2025
Q1
$25.9K Sell
162
-566
-78% -$83.2K ﹤0.01% 925
2024
Q4
$96.8K Buy
728
+64
+10% +$8.94K ﹤0.01% 727
2024
Q3
$90.2K Hold
664
﹤0.01% 709
2024
Q2
$98K Buy
664
+13
+2% +$1.99K ﹤0.01% 663
2024
Q1
$99.4K Sell
651
-3
-0.5% -$436 ﹤0.01% 647
2023
Q4
$94.3K Sell
654
-130
-17% -$19.1K ﹤0.01% 631
2023
Q3
$120K Buy
784
+112
+17% +$16.9K ﹤0.01% 564
2023
Q2
$91.4K Sell
672
-213
-24% -$29.2K ﹤0.01% 606
2023
Q1
$117K Buy
885
+804
+993% +$112K ﹤0.01% 575
2022
Q4
$11.5K Hold
81
﹤0.01% 995
2022
Q3
$9K Buy
81
+34
+72% +$3.77K ﹤0.01% 1167
2022
Q2
$5K Sell
47
-2,345
-98% -$265K ﹤0.01% 1142
2022
Q1
$256K Buy
2,392
+2,334
+4,024% +$221K ﹤0.01% 465
2021
Q4
$4 Hold
58
﹤0.01% 1016
2021
Q3
$5 Hold
58
﹤0.01% 992
2021
Q2
$5 Buy
58
+16
+38% +$1.29K ﹤0.01% 983
2021
Q1
$3 Sell
42
-1,271
-97% -$81.3K ﹤0.01% 1001
2020
Q4
$69K Buy
1,313
+11
+0.8% +$500 ﹤0.01% 617
2020
Q3
$53K Hold
1,302
﹤0.01% 570
2020
Q2
$67K Sell
1,302
-62
-5% -$2.84K ﹤0.01% 541
2020
Q1
$45K Sell
1,364
-1,088
-44% -$58.9K ﹤0.01% 545
2019
Q4
$164K Buy
2,452
+9
+0.4% +$589 ﹤0.01% 500
2019
Q3
$148K Buy
2,443
+35
+1% +$2.18K ﹤0.01% 476
2019
Q2
$153K Buy
2,408
+30
+1% +$1.86K ﹤0.01% 436
2019
Q1
$143K Buy
2,378
+297
+14% +$16.3K ﹤0.01% 440
2018
Q4
$84K Buy
2,081
+211
+11% +$12K ﹤0.01% 464
2018
Q3
$134K Hold
1,870
﹤0.01% 418
2018
Q2
$125K Hold
1,870
﹤0.01% 398
2018
Q1
$95K Hold
1,870
﹤0.01% 416
2017
Q4
$89K Buy
1,870
+19
+1% +$857 ﹤0.01% 447
2017
Q3
$87K Hold
1,851
﹤0.01% 421
2017
Q2
$81K Sell
1,851
-129
-7% -$6.03K ﹤0.01% 429
2017
Q1
$95K Buy
1,980
+98
+5% +$5.19K ﹤0.01% 420
2016
Q4
$117K Hold
1,882
﹤0.01% 380
2016
Q3
$101K Sell
1,882
-64
-3% -$3.43K ﹤0.01% 378
2016
Q2
$117K Buy
1,946
+64
+3% +$3.71K ﹤0.01% 366
2016
Q1
$99K Hold
1,882
﹤0.01% 375
2015
Q4
$91K Hold
1,882
﹤0.01% 401
2015
Q3
$94K Hold
1,882
﹤0.01% 419
2015
Q2
$126K Hold
1,882
﹤0.01% 391
2015
Q1
$128K Sell
1,882
-37
-2% -$2.64K ﹤0.01% 390
2014
Q4
$142K Buy
1,919
+37
+2% +$2.93K ﹤0.01% 397
2014
Q3
$178K Sell
1,882
-500
-21% -$49.4K ﹤0.01% 363
2014
Q2
$236K Hold
2,382
﹤0.01% 330
2014
Q1
$197K Hold
2,382
﹤0.01% 337
2013
Q4
$198K Sell
2,382
-200
-8% -$16.2K ﹤0.01% 321
2013
Q3
$200K Sell
2,582
-3,275
-56% -$244K ﹤0.01% 321
2013
Q2
$389K Buy
+5,857
New +$405K ﹤0.01% 311

Other funds holding HES