Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,553
Closed -$215K 565
2025
Q2
$215K Buy
1,553
+4
+0.3% +$540 0.11% 65
2025
Q1
$247K Buy
1,549
+4
+0.3% +$588 0.13% 58
2024
Q4
$205K Buy
1,545
+5
+0.3% +$698 0.11% 67
2024
Q3
$209K Buy
1,540
+5
+0.3% +$696 0.12% 59
2024
Q2
$226K Buy
1,535
+4
+0.3% +$613 0.14% 57
2024
Q1
$234K Buy
1,531
+3
+0.2% +$436 0.16% 52
2023
Q4
$220K Buy
1,528
+1,400
+1,094% +$205K 0.15% 50
2023
Q3
$19.5K Hold
128
0.02% 180
2023
Q2
$17.4K Hold
128
0.01% 201
2023
Q1
$16.9K Buy
128
+1
+0.8% +$139 0.02% 176
2022
Q4
$18.1K Hold
127
0.02% 163
2022
Q3
$13.8K Hold
127
0.02% 169
2022
Q2
$13.4K Buy
127
+1
+0.8% +$113 0.01% 174
2022
Q1
$13.5K Hold
126
0.01% 193
2021
Q4
$9.3K Buy
+126
New +$10.2K 0.01% 216

Other funds holding HES