Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-706
Closed -$97.8K 1460
2025
Q2
$97.8K Sell
706
-224
-24% -$30.2K ﹤0.01% 678
2025
Q1
$149K Sell
930
-539
-37% -$79.3K ﹤0.01% 611
2024
Q4
$195K Sell
1,469
-600
-29% -$83.8K ﹤0.01% 564
2024
Q3
$281K Sell
2,069
-59
-3% -$8.21K 0.01% 493
2024
Q2
$314K Sell
2,128
-5
-0.2% -$766 0.01% 480
2024
Q1
$326K Sell
2,133
-113
-5% -$16.4K 0.01% 491
2023
Q4
$324K Sell
2,246
-40
-2% -$5.86K 0.01% 469
2023
Q3
$350K Sell
2,286
-35
-2% -$5.27K 0.01% 454
2023
Q2
$316K Buy
2,321
+496
+27% +$67.9K 0.01% 480
2023
Q1
$242K Sell
1,825
-147
-7% -$20.5K 0.01% 509
2022
Q4
$280K Sell
1,972
-29
-1% -$3.98K 0.01% 478
2022
Q3
$218K Sell
2,001
-2,325
-54% -$258K 0.01% 510
2022
Q2
$458K Sell
4,326
-199
-4% -$22.5K 0.02% 389
2022
Q1
$485K Buy
4,525
+89
+2% +$8.44K 0.01% 415
2021
Q4
$328K Buy
4,436
+196
+5% +$15.9K 0.01% 497
2021
Q3
$331K Sell
4,240
-1,313
-24% -$96.7K 0.01% 469
2021
Q2
$485K Sell
5,553
-403
-7% -$32.5K 0.02% 414
2021
Q1
$421K Buy
5,956
+327
+6% +$20.9K 0.02% 410
2020
Q4
$297K Sell
5,629
-2,200
-28% -$100K 0.01% 431
2020
Q3
$320K Buy
7,829
+574
+8% +$27.3K 0.01% 391
2020
Q2
$376K Sell
7,255
-8
-0.1% -$366 0.02% 366
2020
Q1
$242K Sell
7,263
-1,281
-15% -$69.3K 0.01% 393
2019
Q4
$571K Sell
8,544
-3,498
-29% -$229K 0.03% 332
2019
Q3
$728K Buy
12,042
+3,132
+35% +$195K 0.04% 283
2019
Q2
$557K Buy
8,910
+8,810
+8,810% +$545K 0.03% 312
2019
Q1
$6K Hold
100
﹤0.01% 978
2018
Q4
$4K Hold
100
﹤0.01% 1062
2018
Q3
$7K Sell
100
-500
-83% -$33K ﹤0.01% 1076
2018
Q2
$40K Hold
600
﹤0.01% 706
2018
Q1
$30K Hold
600
﹤0.01% 766
2017
Q4
$29K Sell
600
-2,400
-80% -$108K ﹤0.01% 793
2017
Q3
$140K Sell
3,000
-340
-10% -$14.4K 0.01% 510
2017
Q2
$146K Sell
3,340
-1,573
-32% -$73.5K 0.01% 504
2017
Q1
$237K Sell
4,913
-7,562
-61% -$401K 0.02% 428
2016
Q4
$777K Sell
12,475
-11,576
-48% -$633K 0.05% 250
2016
Q3
$1.29M Buy
24,051
+925
+4% +$49.6K 0.09% 193
2016
Q2
$1.39M Buy
23,126
+12,085
+109% +$700K 0.1% 184
2016
Q1
$581K Buy
11,041
+1,500
+16% +$66.3K 0.05% 272
2015
Q4
$463K Sell
9,541
-10,275
-52% -$583K 0.04% 291
2015
Q3
$992K Sell
19,816
-2,500
-11% -$143K 0.09% 203
2015
Q2
$1.49M Sell
22,316
-11,717
-34% -$831K 0.12% 172
2015
Q1
$2.31M Sell
34,033
-10,658
-24% -$760K 0.19% 125
2014
Q4
$3.3M Sell
44,691
-539
-1% -$42.7K 0.27% 95
2014
Q3
$4.27M Buy
45,230
+1,955
+5% +$193K 0.34% 75
2014
Q2
$4.28M Sell
43,275
-100
-0.2% -$9.02K 0.34% 79
2014
Q1
$3.6M Buy
43,375
+175
+0.4% +$13.9K 0.3% 86
2013
Q4
$3.59M Sell
43,200
-700
-2% -$56.9K 0.3% 84
2013
Q3
$3.4M Buy
43,900
+10,475
+31% +$780K 0.31% 80
2013
Q2
$2.22M Buy
+33,425
New +$2.31M 0.21% 106

Other funds holding HES