Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,054
Closed -$700K 4165
2025
Q2
$700K Buy
5,054
+2,168
+75% +$293K ﹤0.01% 1494
2025
Q1
$461K Sell
2,886
-49
-2% -$7.21K ﹤0.01% 1628
2024
Q4
$390K Buy
2,935
+13
+0.4% +$1.81K ﹤0.01% 1713
2024
Q3
$397K Buy
2,922
+397
+16% +$55.2K ﹤0.01% 1616
2024
Q2
$372K Sell
2,525
-22
-0.9% -$3.37K ﹤0.01% 1590
2024
Q1
$389K Sell
2,547
-3,993
-61% -$580K ﹤0.01% 1494
2023
Q4
$943K Sell
6,540
-2,513
-28% -$368K 0.01% 957
2023
Q3
$1.39M Buy
9,053
+2,123
+31% +$320K 0.02% 728
2023
Q2
$942K Sell
6,930
-20
-0.3% -$2.74K 0.01% 896
2023
Q1
$920K Sell
6,950
-7,008
-50% -$975K 0.01% 815
2022
Q4
$44.9K Buy
13,958
+11,757
+534% +$1.62M ﹤0.01% 1766
2022
Q3
$240K Sell
2,201
-939
-30% -$104K ﹤0.01% 1298
2022
Q2
$333K Buy
+3,140
New +$355K 0.01% 1163
2020
Q1
Sell
-3,111
Closed -$207K 830
2019
Q4
$207K Buy
+3,111
New +$204K 0.01% 757
2017
Q3
Sell
-115
Closed -$4.9K 679
2017
Q2
$4.9K Buy
+115
New +$5.38K ﹤0.01% 1155
2015
Q2
Sell
-11,021
Closed -$748K 71
2015
Q1
$748K Buy
11,021
+1,716
+18% +$122K 0.53% 53
2014
Q4
$687K Buy
+9,305
New +$737K 0.53% 50

Other funds holding HES