Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,017
Closed -$141K 2476
2025
Q2
$141K Buy
1,017
+132
+15% +$17.8K 0.08% 349
2025
Q1
$141K Buy
885
+179
+25% +$26.3K 0.09% 286
2024
Q4
$94K Buy
706
+444
+169% +$62K 0.06% 569
2024
Q3
$36K Buy
262
+98
+60% +$13.6K 0.02% 987
2024
Q2
$24K Sell
164
-10
-6% -$1.53K 0.02% 1137
2024
Q1
$27K Sell
174
-204
-54% -$29.6K 0.02% 1104
2023
Q4
$55K Sell
378
-46
-11% -$6.74K 0.04% 808
2023
Q3
$65K Sell
424
-18
-4% -$2.71K 0.05% 646
2023
Q2
$60K Sell
442
-215
-33% -$29.4K 0.05% 705
2023
Q1
$87K Sell
657
-151
-19% -$21K 0.08% 447
2022
Q4
$115K Buy
808
+2
+0.2% +$275 0.09% 327
2022
Q3
$88K Sell
806
-118
-13% -$13.1K 0.08% 417
2022
Q2
$98K Sell
924
-328
-26% -$37.1K 0.08% 428
2022
Q1
$134K Buy
1,252
+1,034
+474% +$98.1K 0.09% 327
2021
Q4
$16K Buy
+218
New +$17.7K 0.02% 907

Other funds holding HES