Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,594
Closed -$2.33M 471
2025
Q1
$2.33M Sell
14,594
-250
-2% -$36.8K 0.09% 149
2024
Q4
$1.97M Buy
14,844
+7,252
+96% +$1.01M 0.07% 161
2024
Q3
$1.03M Buy
7,592
+8
+0.1% +$1.11K 0.04% 210
2024
Q2
$1.12M Sell
7,584
-21
-0.3% -$3.22K 0.04% 201
2024
Q1
$1.16M Sell
7,605
-36
-0.5% -$5.23K 0.04% 193
2023
Q4
$1.1M Buy
7,641
+4
+0.1% +$586 0.05% 188
2023
Q3
$1.17M Sell
7,637
-26
-0.3% -$3.92K 0.06% 165
2023
Q2
$1.04M Sell
7,663
-65
-0.8% -$8.9K 0.04% 184
2023
Q1
$1.02M Sell
7,728
-81
-1% -$11.3K 0.05% 191
2022
Q4
$1.11M Sell
7,809
-291
-4% -$40K 0.05% 189
2022
Q3
$883K Sell
8,100
-2,275
-22% -$252K 0.04% 209
2022
Q2
$1.1M Sell
10,375
-1,176
-10% -$133K 0.04% 203
2022
Q1
$1.24M Buy
11,551
+60
+0.5% +$5.69K 0.05% 232
2021
Q4
$851K Buy
11,491
+151
+1% +$12.2K 0.04% 251
2021
Q3
$886K Buy
11,340
+942
+9% +$69.4K 0.04% 228
2021
Q2
$908K Sell
10,398
-94
-0.9% -$7.59K 0.05% 221
2021
Q1
$742K Buy
10,492
+592
+6% +$37.9K 0.04% 237
2020
Q4
$523K Buy
9,900
+444
+5% +$20.2K 0.03% 249
2020
Q3
$387K Buy
9,456
+995
+12% +$47.3K 0.03% 254
2020
Q2
$438 Buy
8,461
+429
+5% +$19.6K 0.01% 242
2020
Q1
$267 Buy
8,032
+484
+6% +$26.2K 0.01% 318
2019
Q4
$504 Buy
7,548
+48
+0.6% +$3.14K 0.01% 312
2019
Q3
$454 Hold
7,500
0.01% 316
2019
Q2
$477 Hold
7,500
0.01% 293
2019
Q1
$452K Hold
7,500
0.03% 289
2018
Q4
$304K Hold
7,500
0.02% 342
2018
Q3
$537K Hold
7,500
﹤0.01% 277
2018
Q2
$502K Hold
7,500
﹤0.01% 278
2018
Q1
$380K Hold
7,500
0.02% 292
2017
Q4
$356K Hold
7,500
0.02% 292
2017
Q3
$352K Hold
7,500
0.03% 283
2017
Q2
$329K Hold
7,500
0.03% 285
2017
Q1
$362K Sell
7,500
-30
-0.4% -$1.59K 0.03% 301
2016
Q4
$469K Sell
7,530
-99
-1% -$5.41K 0.04% 271
2016
Q3
$409K Buy
7,629
+129
+2% +$6.91K 0.04% 282
2016
Q2
$451K Hold
7,500
0.04% 250
2016
Q1
$395K Hold
7,500
0.04% 267
2015
Q4
$364K Hold
7,500
0.04% 285
2015
Q3
$375K Buy
+7,500
New +$429K 0.04% 269
2014
Q2
Sell
-10,000
Closed -$829K 232
2014
Q1
$829K Buy
+10,000
New +$795K 0.15% 107

Other funds holding HES