Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-354
Closed -$52K 9350
2024
Q4
$47K Sell
354
-10,480
-97% -$1.46M ﹤0.01% 5929
2024
Q3
$1.47M Buy
10,834
+7,599
+235% +$1.06M 0.05% 2550
2024
Q2
$477K Sell
3,235
-3,349
-51% -$513K 0.02% 3724
2024
Q1
$1M Buy
+6,584
New +$956K 0.03% 3115
2023
Q4
Sell
-10,216
Closed -$1.5M 9693
2023
Q3
$1.56M Buy
+10,216
New +$1.54M 0.06% 2292
2023
Q2
Sell
-12,547
Closed -$1.72M 9858
2023
Q1
$1.66M Buy
+12,547
New +$1.75M 0.08% 2096
2022
Q2
Sell
-922
Closed -$104K 10816
2022
Q1
$98K Sell
922
-5,787
-86% -$549K ﹤0.01% 6174
2021
Q4
$496K Sell
6,709
-10,884
-62% -$883K 0.02% 3821
2021
Q3
$1.56M Buy
17,593
+1
+0% +$74 0.06% 2486
2021
Q2
$1.54M Buy
17,592
+15,044
+590% +$1.21M 0.06% 2525
2021
Q1
$180K Buy
+2,548
New +$163K 0.01% 4900
2020
Q4
Sell
-25,703
Closed -$1.17M 8883
2020
Q3
$1.05M Buy
+25,703
New +$1.22M 0.06% 2179
2020
Q2
Sell
-50,570
Closed -$2.32M 8160
2020
Q1
$1.68M Buy
50,570
+49,362
+4,086% +$2.67M 0.11% 1418
2019
Q4
$80K Sell
1,208
-16,264
-93% -$1.06M 0.01% 4734
2019
Q3
$1.06M Buy
+17,472
New +$1.09M 0.1% 1891
2019
Q2
Sell
-17,954
Closed -$1.11M 7664
2019
Q1
$1.08M Buy
+17,954
New +$988K 0.09% 1928
2018
Q4
Sell
-26,816
Closed -$1.53M 7564
2018
Q3
$1.92M Buy
+26,816
New +$1.77M 0.11% 1286
2018
Q2
Sell
-21,545
Closed -$1.29M 7814
2018
Q1
$1.09M Sell
21,545
-5,521
-20% -$271K 0.1% 364
2017
Q4
$1.28M Buy
27,066
+22,048
+439% +$995K 0.09% 304
2017
Q3
$235K Sell
5,018
-69,116
-93% -$2.92M 0.01% 1086
2017
Q2
$3.25M Buy
74,134
+68,461
+1,207% +$3.2M 0.22% 116
2017
Q1
$273K Sell
5,673
-41,906
-88% -$2.22M 0.02% 1019
2016
Q4
$2.96M Buy
+47,579
New +$2.6M 0.3% 100
2016
Q1
Sell
-1,075
Closed -$47.5K 6109
2015
Q4
$52K Sell
1,075
-14,222
-93% -$807K 0.01% 1879
2015
Q3
$765K Buy
15,297
+8,301
+119% +$475K 0.12% 308
2015
Q2
$467K Buy
6,996
+2,400
+52% +$170K 0.06% 416
2015
Q1
$311K Sell
4,596
-7,201
-61% -$514K 0.06% 510
2014
Q4
$871K Buy
+11,797
New +$934K 0.18% 160

Other funds holding HES