Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-18,600
Closed -$2.58M 1464
2025
Q2
$2.58M Sell
18,600
-11,400
-38% -$1.54M 0.17% 266
2025
Q1
$4.79M Sell
30,000
-30,513
-50% -$4.49M 0.28% 69
2024
Q4
$8.05M Sell
60,513
-45,022
-43% -$6.29M 0.3% 63
2024
Q3
$14.3M Buy
105,535
+36,790
+54% +$5.12M 0.65% 55
2024
Q2
$10.1M Buy
68,745
+14,787
+27% +$2.27M 0.49% 69
2024
Q1
$8.24M Buy
53,958
+28,958
+116% +$4.21M 0.46% 71
2023
Q4
$3.6M Buy
+25,000
New +$3.66M 0.23% 222
2023
Q2
Sell
-4,703
Closed -$622K 1790
2023
Q1
$622K Buy
+4,703
New +$655K 0.03% 755
2021
Q3
Sell
-21,362
Closed -$1.86M 1435
2021
Q2
$1.86M Buy
+21,362
New +$1.72M 0.15% 354
2021
Q1
Sell
-34,404
Closed -$1.82M 1268
2020
Q4
$1.82M Buy
+34,404
New +$1.56M 0.23% 167
2020
Q3
Sell
-46,506
Closed -$2.21M 774
2020
Q2
$2.41M Sell
46,506
-8,498
-15% -$389K 0.55% 86
2020
Q1
$1.83M Buy
+55,004
New +$2.98M 0.28% 151
2019
Q4
Hold
0
874

Other funds holding HES