Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,101
Closed -$153K 1344
2025
Q2
$153K Buy
1,101
+1,100
+110,000% +$149K 0.01% 627
2025
Q1
$159 Sell
1
-68
-99% -$10K ﹤0.01% 1202
2024
Q4
$9.18K Buy
69
+8
+13% +$1.12K ﹤0.01% 1053
2024
Q3
$8.28K Sell
61
-20
-25% -$2.78K ﹤0.01% 996
2024
Q2
$11.9K Sell
81
-68
-46% -$10.4K ﹤0.01% 961
2024
Q1
$22.7K Sell
149
-4
-3% -$581 ﹤0.01% 905
2023
Q4
$22.1K Buy
+153
New +$22.4K ﹤0.01% 925
2023
Q2
Sell
-22
Closed -$2.91K 1259
2023
Q1
$2.91K Sell
22
-26
-54% -$3.62K ﹤0.01% 1136
2022
Q4
$6.81K Sell
48
-447
-90% -$61.4K ﹤0.01% 1105
2022
Q3
$54K Buy
495
+392
+381% +$43.4K ﹤0.01% 789
2022
Q2
$10.9K Sell
103
-179
-63% -$20.2K ﹤0.01% 1068
2022
Q1
$30.2K Sell
282
-581
-67% -$55.1K ﹤0.01% 955
2021
Q4
$63.9K Sell
863
-2,007
-70% -$163K ﹤0.01% 852
2021
Q3
$224K Buy
2,870
+114
+4% +$8.4K 0.01% 565
2021
Q2
$241K Buy
2,756
+1,770
+180% +$143K 0.01% 542
2021
Q1
$69.8K Sell
986
-647
-40% -$41.4K ﹤0.01% 747
2020
Q4
$86.2K Buy
+1,633
New +$74.2K ﹤0.01% 706

Other funds holding HES