Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-46
Closed -$6.37K 2854
2025
Q2
$6.37K Sell
46
-77
-63% -$10.4K ﹤0.01% 2045
2025
Q1
$19.6K Buy
123
+88
+251% +$12.9K ﹤0.01% 1535
2024
Q4
$4.66K Sell
35
-550
-94% -$76.8K ﹤0.01% 1991
2024
Q3
$79.4K Sell
585
-199
-25% -$27.7K ﹤0.01% 1011
2024
Q2
$116K Buy
784
+11
+1% +$1.69K 0.01% 467
2024
Q1
$118K Buy
+773
New +$112K 0.01% 779
2022
Q4
$159K Buy
+1,120
New +$154K 0.01% 589
2022
Q3
Sell
-525
Closed -$56K 1170
2022
Q2
$56K Buy
+525
New +$59.4K ﹤0.01% 901
2022
Q1
Sell
-143
Closed -$11K 1178
2021
Q4
$11K Buy
+143
New +$11.6K ﹤0.01% 1520

Other funds holding HES