Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.93M Buy
35,577
+2,197
+7% +$297K 0.03% 370
2025
Q1
$5.33M Sell
33,380
-90,239
-73% -$13.3M 0.04% 288
2024
Q4
$16.4M Buy
123,619
+86,042
+229% +$12M 0.1% 160
2024
Q3
$5.1M Sell
37,577
-25,970
-41% -$3.61M 0.04% 321
2024
Q2
$9.37M Sell
63,547
-11,522
-15% -$1.77M 0.06% 204
2024
Q1
$11.5M Sell
75,069
-151,117
-67% -$21.9M 0.08% 180
2023
Q4
$32.6M Buy
226,186
+210,933
+1,383% +$30.9M 0.18% 96
2023
Q3
$2.33M Sell
15,253
-36,137
-70% -$5.44M 0.02% 352
2023
Q2
$6.99M Buy
51,390
+37,358
+266% +$5.11M 0.06% 225
2023
Q1
$1.86M Sell
14,032
-18,590
-57% -$2.59M 0.03% 375
2022
Q4
$4.63M Buy
32,622
+28,394
+672% +$3.9M 0.03% 341
2022
Q3
$461K Sell
4,228
-17,111
-80% -$1.9M 0.01% 452
2022
Q2
$2.26M Sell
21,339
-4,166
-16% -$471K 0.02% 362
2022
Q1
$2.73M Sell
25,505
-48,521
-66% -$4.6M 0.02% 357
2021
Q4
$5.48M Buy
74,026
+58,489
+376% +$4.74M 0.03% 249
2021
Q3
$1.21M Sell
15,537
-3,522
-18% -$259K 0.01% 486
2021
Q2
$1.66M Sell
19,059
-6,990
-27% -$564K 0.01% 459
2021
Q1
$1.84M Sell
26,049
-24,309
-48% -$1.55M 0.01% 461
2020
Q4
$2.66M Buy
50,358
+17,443
+53% +$793K 0.01% 508
2020
Q3
$1.35M Sell
32,915
-56,083
-63% -$2.66M 0.01% 491
2020
Q2
$4.61M Buy
88,998
+8,587
+11% +$393K 0.05% 261
2020
Q1
$2.68M Buy
80,411
+49,782
+163% +$2.69M 0.03% 297
2019
Q4
$2.05M Buy
30,629
+1,153
+4% +$75.4K 0.01% 580
2019
Q3
$1.78M Sell
29,476
-14,819
-33% -$923K 0.02% 539
2019
Q2
$2.82M Sell
44,295
-101,506
-70% -$6.28M 0.02% 519
2019
Q1
$8.78M Buy
145,801
+111,057
+320% +$6.11M 0.07% 242
2018
Q4
$1.41M Sell
34,744
-20,822
-37% -$1.19M 0.01% 517
2018
Q3
$3.98M Buy
55,566
+18,578
+50% +$1.22M 0.03% 401
2018
Q2
$2.47M Buy
36,988
+2,273
+7% +$136K 0.02% 518
2018
Q1
$1.76M Sell
34,715
-19,923
-36% -$976K 0.02% 531
2017
Q4
$2.59M Buy
54,638
+15,279
+39% +$689K 0.02% 491
2017
Q3
$1.85M Buy
39,359
+1,177
+3% +$49.8K 0.02% 461
2017
Q2
$1.68M Buy
38,182
+10,078
+36% +$471K 0.02% 498
2017
Q1
$1.35M Buy
28,104
+9,758
+53% +$517K 0.01% 453
2016
Q4
$1.14M Buy
+18,346
New +$1M 0.01% 385

Other funds holding HES