Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,776
Closed -$384K 476
2025
Q2
$384K Sell
2,776
-39
-1% -$5.27K 0.07% 288
2025
Q1
$450K Sell
2,815
-64
-2% -$9.41K 0.08% 237
2024
Q4
$383K Hold
2,879
0.07% 284
2024
Q3
$391K Sell
2,879
-53
-2% -$7.37K 0.07% 289
2024
Q2
$432K Sell
2,932
-32
-1% -$4.91K 0.08% 238
2024
Q1
$453K Hold
2,964
0.09% 246
2023
Q4
$427K Hold
2,964
0.09% 235
2023
Q3
$454K Sell
2,964
-418
-12% -$62.9K 0.1% 199
2023
Q2
$460K Hold
3,382
0.09% 237
2023
Q1
$448K Sell
3,382
-63
-2% -$8.77K 0.09% 239
2022
Q4
$488K Sell
3,445
-27
-0.8% -$3.71K 0.1% 215
2022
Q3
$378K Sell
3,472
-136
-4% -$15.1K 0.08% 256
2022
Q2
$383K Sell
3,608
-1,255
-26% -$142K 0.08% 270
2022
Q1
$520K Sell
4,863
-1,332
-22% -$126K 0.06% 303
2021
Q4
$458K Sell
6,195
-2,200
-26% -$178K 0.04% 399
2021
Q3
$656K Sell
8,395
-196
-2% -$14.4K 0.05% 348
2021
Q2
$750K Sell
8,591
-1,250
-13% -$101K 0.05% 316
2021
Q1
$696K Buy
9,841
+366
+4% +$23.4K 0.05% 352
2020
Q4
$500K Buy
9,475
+929
+11% +$42.2K 0.04% 416
2020
Q3
$350K Buy
8,546
+50
+0.6% +$2.38K 0.03% 444
2020
Q2
$440K Buy
8,496
+1,150
+16% +$52.6K 0.04% 423
2020
Q1
$245K Buy
7,346
+400
+6% +$21.6K 0.03% 503
2019
Q4
$393K Sell
6,946
-726
-9% -$47.5K 0.04% 442
2019
Q3
$504K Buy
7,672
+400
+6% +$24.9K 0.05% 388
2019
Q2
$472K Sell
7,272
-185
-2% -$11.4K 0.05% 405
2019
Q1
$450K Hold
7,457
0.05% 413
2018
Q4
$301K Sell
7,457
-250
-3% -$14.3K 0.03% 520
2018
Q3
$443K Sell
7,707
-682
-8% -$45K 0.04% 410
2018
Q2
$561K Sell
8,389
-1,540
-16% -$92K 0.04% 390
2018
Q1
$503K Sell
9,929
-144
-1% -$7.06K 0.03% 456
2017
Q4
$478K Sell
10,073
-300
-3% -$13.5K 0.03% 500
2017
Q3
$486K Sell
10,373
-145
-1% -$6.13K 0.03% 473
2017
Q2
$461K Sell
10,518
-700
-6% -$32.7K 0.03% 472
2017
Q1
$541K Buy
11,218
+1,273
+13% +$67.4K 0.04% 418
2016
Q4
$619K Buy
+9,945
New +$544K 0.07% 352

Other funds holding HES