Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-24,476
Closed -$3.39M 3931
2025
Q2
$3.39M Buy
24,476
+7,395
+43% +$998K 0.01% 836
2025
Q1
$2.73M Sell
17,081
-5,010
-23% -$737K 0.01% 849
2024
Q4
$2.94M Buy
22,091
+1,374
+7% +$192K 0.01% 830
2024
Q3
$2.81M Buy
20,717
+1,054
+5% +$147K 0.01% 826
2024
Q2
$2.9M Buy
19,663
+891
+5% +$137K 0.01% 793
2024
Q1
$2.87M Sell
18,772
-2,898
-13% -$421K 0.01% 735
2023
Q4
$3.12M Buy
21,670
+4,167
+24% +$611K 0.01% 675
2023
Q3
$2.68M Buy
17,503
+431
+3% +$64.9K 0.01% 554
2023
Q2
$2.32M Buy
17,072
+121
+0.7% +$16.6K 0.01% 691
2023
Q1
$2.24M Buy
16,951
+15,288
+919% +$2.13M 0.01% 687
2022
Q4
$236K Sell
1,663
-10,892
-87% -$1.5M ﹤0.01% 2033
2022
Q3
$1.37M Buy
12,555
+12,114
+2,747% +$1.34M 0.01% 472
2022
Q2
$47K Sell
441
-30,263
-99% -$3.42M ﹤0.01% 2120
2022
Q1
$3.29M Sell
30,704
-20,944
-41% -$1.99M 0.03% 501
2021
Q4
$3.82M Buy
51,648
+34,182
+196% +$2.77M 0.04% 566
2021
Q3
$1.36M Buy
17,466
+488
+3% +$35.9K 0.02% 772
2021
Q2
$1.48M Buy
16,978
+2,492
+17% +$201K 0.02% 700
2021
Q1
$1.02M Sell
14,486
-1,526
-10% -$97.6K 0.02% 762
2020
Q4
$845K Sell
16,012
-1,806
-10% -$82.1K 0.02% 773
2020
Q3
$729K Sell
17,818
-4,007
-18% -$190K 0.02% 849
2020
Q2
$1.13M Buy
+21,825
New +$999K 0.02% 532
2020
Q1
Sell
-28,069
Closed -$1.88M 865
2019
Q4
$1.88M Buy
28,069
+2,011
+8% +$132K 0.08% 284
2019
Q3
$1.58M Buy
26,058
+2,507
+11% +$156K 0.04% 611
2019
Q2
$1.5M Buy
23,551
+2,861
+14% +$177K 0.04% 630
2019
Q1
$1.25M Buy
+20,690
New +$1.14M 0.03% 402
2018
Q4
Sell
-17,674
Closed -$1.26M 759
2018
Q3
$1.26M Buy
17,674
+5,192
+42% +$342K 0.05% 546
2018
Q2
$835K Buy
12,482
+2,108
+20% +$126K 0.04% 715
2018
Q1
$525K Buy
10,374
+1,683
+19% +$82.5K 0.03% 732
2017
Q4
$413K Buy
8,691
+1,582
+22% +$71.4K 0.03% 768
2017
Q3
$333K Buy
7,109
+648
+10% +$27.4K 0.03% 836
2017
Q2
$283K Buy
6,461
+490
+8% +$22.9K 0.03% 876
2017
Q1
$288K Buy
5,971
+187
+3% +$9.9K 0.04% 775
2016
Q4
$360K Sell
5,784
-34
-0.6% -$1.86K 0.05% 577
2016
Q3
$312K Sell
5,818
-34
-0.6% -$1.82K 0.05% 585
2016
Q2
$352K Buy
5,852
+255
+5% +$14.8K 0.06% 496
2016
Q1
$295K Buy
5,597
+1,134
+25% +$50.1K 0.07% 301
2015
Q4
$216K Buy
+4,463
New +$253K 0.05% 353
2013
Q4
$584K Buy
+7,911
New +$642K 0.14% 195

Other funds holding HES