Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,919
Closed -$404K 3615
2025
Q2
$404K Sell
2,919
-595
-17% -$80.3K 0.01% 716
2025
Q1
$561K Buy
3,514
+456
+15% +$67K 0.01% 546
2024
Q4
$407K Buy
3,058
+498
+19% +$69.5K 0.01% 644
2024
Q3
$348K Sell
2,560
-27
-1% -$3.76K 0.01% 704
2024
Q2
$382K Buy
2,587
+35
+1% +$5.37K 0.01% 619
2024
Q1
$390K Buy
2,552
+86
+3% +$12.5K 0.01% 609
2023
Q4
$355K Sell
2,466
-34
-1% -$4.98K 0.01% 599
2023
Q3
$383K Buy
2,500
+112
+5% +$16.9K 0.01% 536
2023
Q2
$325K Buy
2,388
+683
+40% +$93.5K 0.01% 599
2023
Q1
$226K Buy
1,705
+62
+4% +$8.63K 0.01% 716
2022
Q4
$233K Buy
1,643
+27
+2% +$3.71K 0.01% 632
2022
Q3
$176K Buy
1,616
+101
+7% +$11.2K 0.01% 731
2022
Q2
$160K Sell
1,515
-17
-1% -$1.92K 0.01% 771
2022
Q1
$166K Buy
1,532
+89
+6% +$8.44K 0.01% 794
2021
Q4
$107K Buy
1,443
+109
+8% +$8.84K ﹤0.01% 987
2021
Q3
$104K Buy
1,334
+21
+2% +$1.55K ﹤0.01% 965
2021
Q2
$115K Buy
1,313
+297
+29% +$24K ﹤0.01% 894
2021
Q1
$72K Buy
1,016
+94
+10% +$6.01K ﹤0.01% 1015
2020
Q4
$49K Sell
922
-272
-23% -$12.4K ﹤0.01% 1099
2020
Q3
$49K Sell
1,194
-11
-0.9% -$523 ﹤0.01% 1073
2020
Q2
$62K Sell
1,205
-208
-15% -$9.52K ﹤0.01% 957
2020
Q1
$47K Buy
1,413
+141
+11% +$7.63K ﹤0.01% 963
2019
Q4
$85K Buy
1,272
+25
+2% +$1.64K 0.01% 845
2019
Q3
$75K Buy
1,247
+22
+2% +$1.37K 0.01% 820
2019
Q2
$78K Buy
1,225
+55
+5% +$3.4K 0.01% 749
2019
Q1
$70K Buy
1,170
+46
+4% +$2.53K 0.01% 726
2018
Q4
$45K Buy
1,124
+233
+26% +$13.3K 0.01% 784
2018
Q3
$64K Buy
891
+1
+0.1% +$66 0.01% 729
2018
Q2
$59K Buy
890
+19
+2% +$1.14K 0.01% 682
2018
Q1
$44K Sell
871
-303
-26% -$14.9K 0.01% 739
2017
Q4
$56K Buy
1,174
+89
+8% +$4.01K 0.01% 667
2017
Q3
$51K Sell
1,085
-351
-24% -$14.8K 0.01% 677
2017
Q2
$64K Buy
1,436
+701
+95% +$32.8K 0.01% 613
2017
Q1
$34K Buy
735
+245
+50% +$13K 0.01% 761
2016
Q4
$31K Buy
+490
New +$26.8K 0.01% 717

Other funds holding HES