Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-497
Closed -$68.9K 1320
2025
Q2
$68.9K Buy
497
+30
+6% +$4.05K 0.01% 483
2025
Q1
$74.6K Buy
467
+8
+2% +$1.18K 0.01% 442
2024
Q4
$61.1K Buy
459
+8
+2% +$1.12K 0.01% 485
2024
Q3
$61.2K Buy
451
+107
+31% +$14.9K 0.01% 465
2024
Q2
$50.7K Sell
344
-50
-13% -$7.66K 0.01% 494
2024
Q1
$60.1K Sell
394
-57
-13% -$8.28K 0.01% 455
2023
Q4
$65K Buy
+451
New +$66.1K 0.01% 415
2023
Q3
Sell
-341
Closed -$46.4K 540
2023
Q2
$46.4K Buy
341
+16
+5% +$2.19K 0.01% 463
2023
Q1
$43K Sell
325
-52
-14% -$7.24K 0.01% 467
2022
Q4
$53.5K Buy
377
+102
+37% +$14K 0.01% 401
2022
Q3
$30K Hold
275
0.01% 463
2022
Q2
$29K Hold
275
0.01% 468
2022
Q1
$29K Buy
275
+90
+49% +$8.54K 0.01% 500
2021
Q4
$14K Buy
+185
New +$15K ﹤0.01% 585
2021
Q3
Sell
-315
Closed -$28K 575
2021
Q2
$28K Buy
315
+250
+385% +$20.2K 0.01% 452
2021
Q1
$5K Buy
+65
New +$4.16K ﹤0.01% 621

Other funds holding HES