Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-58,320
Closed -$8.08M 1255
2025
Q2
$8.08M Sell
58,320
-16,763
-22% -$2.26M 0.79% 14
2025
Q1
$12M Sell
75,083
-2,297
-3% -$338K 0.91% 9
2024
Q4
$10.3M Sell
77,380
-12,425
-14% -$1.74M 0.65% 17
2024
Q3
$12.2M Sell
89,805
-768
-0.8% -$107K 0.74% 10
2024
Q2
$13.4M Sell
90,573
-2,943
-3% -$451K 0.93% 8
2024
Q1
$14.3M Buy
93,516
+25,566
+38% +$3.71M 0.75% 9
2023
Q4
$9.8M Buy
+67,950
New +$9.96M 0.65% 17
2022
Q3
Sell
-5,990
Closed -$635K 1715
2022
Q2
$635K Buy
+5,990
New +$678K 0.02% 689
2022
Q1
Sell
-10,317
Closed -$764K 1989
2021
Q4
$764K Buy
+10,317
New +$837K 0.02% 757
2021
Q3
Sell
-2,831
Closed -$247K 1857
2021
Q2
$247K Buy
+2,831
New +$229K 0.01% 1288
2020
Q4
Sell
-7,784
Closed -$354K 1562
2020
Q3
$319K Buy
+7,784
New +$370K 0.02% 539
2018
Q3
Sell
-10,536
Closed -$705K 1847
2018
Q2
$705K Buy
10,536
+8,013
+318% +$479K 0.04% 425
2018
Q1
$128K Buy
+2,523
New +$124K 0.01% 805
2016
Q4
Sell
-466
Closed -$25K 1649
2016
Q3
$25K Buy
+466
New +$25K ﹤0.01% 1291
2015
Q2
Sell
-8,277
Closed -$562K 1833
2015
Q1
$562K Buy
8,277
+8,127
+5,418% +$580K 0.08% 304
2014
Q4
$11K Buy
+150
New +$11.9K ﹤0.01% 1796
2014
Q1
Sell
-7,576
Closed -$629K 1972
2013
Q4
$629K Buy
+7,576
New +$615K 0.1% 276

Other funds holding HES