Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,900
Closed -$3K 9434
2025
Q2
$3K Sell
1,900
-8,400
-82% -$1.13M ﹤0.01% 7977
2025
Q1
$1.65M Sell
10,300
-8,100
-44% -$1.19M ﹤0.01% 2223
2024
Q4
$2.45M Buy
18,400
+1,000
+6% +$140K ﹤0.01% 2016
2024
Q3
$2.36M Sell
17,400
-4,900
-22% -$682K ﹤0.01% 2137
2024
Q2
$3.29M Sell
22,300
-20,300
-48% -$3.11M ﹤0.01% 1753
2024
Q1
$6.5M Sell
42,600
-94,500
-69% -$13.7M ﹤0.01% 1398
2023
Q4
$19.8M Sell
137,100
-179,800
-57% -$26.4M 0.01% 726
2023
Q3
$48.5M Buy
316,900
+213,400
+206% +$32.1M 0.04% 292
2023
Q2
$14.1M Sell
103,500
-12,600
-11% -$1.72M 0.01% 719
2023
Q1
$15.4M Sell
116,100
-58,200
-33% -$8.1M 0.01% 691
2022
Q4
$24.7M Buy
174,300
+15,100
+9% +$2.07M 0.03% 485
2022
Q3
$17.4M Buy
159,200
+42,000
+36% +$4.65M 0.02% 565
2022
Q2
$12.4M Buy
117,200
+1,000
+0.9% +$113K 0.01% 721
2022
Q1
$12.4M Buy
116,200
+27,800
+31% +$2.64M 0.01% 724
2021
Q4
$6.54M Buy
88,400
+45,300
+105% +$3.67M 0.01% 1037
2021
Q3
$3.83M Hold
43,100
﹤0.01% 1439
2021
Q2
$3.76M Buy
43,100
+42,054
+4,020% +$3.39M ﹤0.01% 1447
2021
Q1
$7.4M Sell
1,046
-1,254
-55% -$80.2K 0.01% 582
2020
Q4
$12.1M Buy
2,300
+1,094
+91% +$49.7K 0.02% 502
2020
Q3
$4.94M Sell
1,206
-237
-16% -$11.3K 0.01% 879
2020
Q2
$7.48M Buy
1,443
+96
+7% +$4.39K 0.01% 638
2020
Q1
$4.49M Buy
1,347
+499
+59% +$27K 0.01% 750
2019
Q4
$5.67M Sell
848
-354
-29% -$23.2K 0.01% 718
2019
Q3
$7.27M Sell
1,202
-224
-16% -$14K 0.02% 536
2019
Q2
$9.06M Buy
1,426
+837
+142% +$51.8K 0.02% 432
2019
Q1
$3.55M Sell
589
-395
-40% -$21.7K 0.01% 921
2018
Q4
$3.98M Buy
984
+4
+0.4% +$228 0.01% 682
2018
Q3
$7.01M Sell
980
-69
-7% -$4.55K 0.02% 479
2018
Q2
$7.02M Buy
1,049
+527
+101% +$31.5K 0.03% 449
2018
Q1
$240K Sell
522
-1,013
-66% -$49.6K 0.01% 1121
2017
Q4
$441K Sell
1,535
-284
-16% -$12.8K 0.02% 770
2017
Q3
$548K Buy
1,819
+247
+16% +$10.4K 0.02% 619
2017
Q2
$170K Sell
1,572
-531
-25% -$24.8K 0.01% 1302
2017
Q1
$154K Buy
2,103
+859
+69% +$45.5K 0.01% 1413
2016
Q4
$443K Sell
1,244
-1,483
-54% -$81.1K 0.03% 610
2016
Q3
$415K Sell
2,727
-1,673
-38% -$89.6K 0.03% 601
2016
Q2
$1.46M Buy
4,400
+1,203
+38% +$69.7K 0.1% 194
2016
Q1
$771K Buy
3,197
+2,601
+436% +$115K 0.06% 287
2015
Q4
$84K Buy
596
+21
+4% +$1.19K 0.01% 1495
2015
Q3
$69K Buy
575
+275
+92% +$15.7K 0.01% 1738
2015
Q2
$64K Buy
300
+52
+21% +$3.69K 0.01% 1513
2015
Q1
$46K Sell
248
-261
-51% -$18.6K 0.01% 1627
2014
Q4
$93K Buy
+509
New +$40.3K 0.01% 972

Other funds holding HES