Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,312
Closed -$320K 688
2025
Q2
$320K Sell
2,312
-1,515
-40% -$205K ﹤0.01% 544
2025
Q1
$611K Buy
3,827
+995
+35% +$146K 0.01% 450
2024
Q4
$377K Hold
2,832
0.01% 523
2024
Q3
$385K Sell
2,832
-165
-6% -$23K 0.01% 534
2024
Q2
$442K Hold
2,997
0.01% 494
2024
Q1
$457K Sell
2,997
-101
-3% -$14.7K 0.01% 498
2023
Q4
$446K Buy
3,098
+1
+0% +$147 0.01% 500
2023
Q3
$473K Buy
3,097
+100
+3% +$15.1K 0.01% 486
2023
Q2
$408K Sell
2,997
-1,156
-28% -$158K 0.01% 514
2023
Q1
$549K Sell
4,153
-113
-3% -$15.7K 0.01% 468
2022
Q4
$605K Sell
4,266
-2,215
-34% -$304K 0.01% 439
2022
Q3
$706K Sell
6,481
-415
-6% -$46K 0.01% 406
2022
Q2
$730K Sell
6,896
-174
-2% -$19.7K 0.02% 390
2022
Q1
$756K Buy
7,070
+2,740
+63% +$260K 0.01% 403
2021
Q4
$321K Buy
4,330
+646
+18% +$52.4K 0.01% 548
2021
Q3
$287K Buy
3,684
+6
+0.2% +$442 0.01% 549
2021
Q2
$322K Sell
3,678
-176
-5% -$14.2K 0.01% 501
2021
Q1
$273K Buy
+3,854
New +$246K 0.01% 499
2019
Q2
Sell
-4,173
Closed -$251K 362
2019
Q1
$251K Buy
+4,173
New +$230K 0.01% 309
2018
Q4
Sell
-4,039
Closed -$289K 336
2018
Q3
$289K Buy
+4,039
New +$266K 0.01% 297
2015
Q2
Sell
-6,191
Closed -$420K 325
2015
Q1
$420K Buy
6,191
+2,800
+83% +$200K 0.03% 230
2014
Q4
$250K Buy
+3,391
New +$269K 0.02% 279

Other funds holding HES