Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-645
Closed -$89.4K 3940
2025
Q2
$89.4K Buy
+645
New +$87.1K ﹤0.01% 1494
2024
Q4
$81.2K Sell
611
-84
-12% -$11.7K ﹤0.01% 1379
2024
Q3
$94.4K Sell
695
-18
-3% -$2.5K ﹤0.01% 1266
2024
Q2
$105K Buy
713
+349
+96% +$53.5K ﹤0.01% 1171
2024
Q1
$55.6K Buy
364
+208
+133% +$30.2K ﹤0.01% 1367
2023
Q4
$21.6K Buy
156
+12
+8% +$1.76K ﹤0.01% 1723
2023
Q3
$20.7K Buy
144
+10
+7% +$1.51K ﹤0.01% 1636
2023
Q2
$18.2K Buy
134
+4
+3% +$547 ﹤0.01% 1701
2023
Q1
$17.6K Sell
130
-3
-2% -$418 ﹤0.01% 1694
2022
Q4
$18.9K Sell
133
-6
-4% -$824 ﹤0.01% 1509
2022
Q3
$20K Buy
139
+118
+562% +$13.1K ﹤0.01% 1391
2022
Q2
$2K Buy
21
+3
+17% +$339 ﹤0.01% 2206
2022
Q1
$2K Buy
18
+10
+125% +$948 ﹤0.01% 2188
2021
Q4
$1K Buy
8
+2
+33% +$162 ﹤0.01% 233
2021
Q3
$0 Buy
6
+2
+50% +$147 ﹤0.01% 2020
2021
Q2
$0 Buy
+4
New +$323 ﹤0.01% 1894
2020
Q2
Sell
-533
Closed -$18K 1653
2020
Q1
$18K Buy
533
+4
+0.8% +$216 ﹤0.01% 829
2019
Q4
$35K Buy
529
+2
+0.4% +$131 0.01% 742
2019
Q3
$32K Buy
527
+2
+0.4% +$125 0.01% 738
2019
Q2
$33K Buy
+525
New +$32.5K 0.01% 720
2017
Q2
Sell
-23
Closed -$1K 1151
2017
Q1
$1K Buy
+23
New +$1.22K ﹤0.01% 1059

Other funds holding HES