Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,437
Closed -$230K 392
2025
Q1
$230K Sell
1,437
-325
-18% -$47.8K 0.02% 347
2024
Q4
$234K Hold
1,762
0.02% 336
2024
Q3
$239K Hold
1,762
0.02% 328
2024
Q2
$260K Sell
1,762
-215
-11% -$33K 0.02% 300
2024
Q1
$302K Hold
1,977
0.02% 294
2023
Q4
$285K Buy
1,977
+19
+1% +$2.79K 0.02% 302
2023
Q3
$300K Sell
1,958
-83
-4% -$12.5K 0.02% 286
2023
Q2
$277K Hold
2,041
0.02% 310
2023
Q1
$270K Sell
2,041
-178
-8% -$24.8K 0.03% 241
2022
Q4
$315K Sell
2,219
-390
-15% -$53.6K 0.04% 226
2022
Q3
$284K Hold
2,609
0.04% 227
2022
Q2
$276K Hold
2,609
0.03% 232
2022
Q1
$279K Buy
+2,609
New +$247K 0.03% 246
2015
Q3
Sell
-3,891
Closed -$260K 274
2015
Q2
$260K Buy
3,891
+161
+4% +$11.4K 0.05% 224
2015
Q1
$253K Sell
3,730
-490
-12% -$34.9K 0.05% 231
2014
Q4
$312K Sell
4,220
-380
-8% -$30.1K 0.06% 205
2014
Q3
$434K Sell
4,600
-2,230
-33% -$221K 0.09% 168
2014
Q2
$675K Hold
6,830
0.13% 138
2014
Q1
$566K Hold
6,830
0.12% 148
2013
Q4
$567K Buy
6,830
+1,390
+26% +$113K 0.12% 147
2013
Q3
$421K Sell
5,440
-1,000
-16% -$74.5K 0.1% 160
2013
Q2
$428K Buy
+6,440
New +$446K 0.11% 154

Other funds holding HES