Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-9,200
Closed -$62K 9435
2025
Q2
$62K Buy
9,200
+5,300
+136% +$716K ﹤0.01% 5713
2025
Q1
$622K Sell
3,900
-26,400
-87% -$3.88M ﹤0.01% 3156
2024
Q4
$4.03M Sell
30,300
-12,600
-29% -$1.76M ﹤0.01% 1636
2024
Q3
$5.83M Buy
42,900
+1,600
+4% +$223K ﹤0.01% 1387
2024
Q2
$6.09M Sell
41,300
-84,400
-67% -$12.9M ﹤0.01% 1309
2024
Q1
$19.2M Sell
125,700
-105,600
-46% -$15.3M 0.01% 724
2023
Q4
$33.3M Sell
231,300
-120,000
-34% -$17.6M 0.02% 488
2023
Q3
$53.7M Buy
351,300
+129,000
+58% +$19.4M 0.04% 274
2023
Q2
$30.2M Sell
222,300
-52,400
-19% -$7.17M 0.02% 414
2023
Q1
$36.4M Buy
274,700
+130,700
+91% +$18.2M 0.03% 363
2022
Q4
$20.4M Buy
144,000
+22,200
+18% +$3.05M 0.02% 550
2022
Q3
$13.3M Sell
121,800
-47,100
-28% -$5.22M 0.02% 672
2022
Q2
$17.9M Buy
168,900
+38,700
+30% +$4.38M 0.02% 555
2022
Q1
$13.9M Sell
130,200
-300
-0.2% -$28.5K 0.01% 679
2021
Q4
$9.66M Buy
130,500
+15,400
+13% +$1.25M 0.01% 801
2021
Q3
$10.2M Hold
115,100
0.01% 712
2021
Q2
$10.1M Buy
115,100
+113,173
+5,873% +$9.13M 0.01% 713
2021
Q1
$13.6M Sell
1,927
-1,059
-35% -$67.7K 0.02% 365
2020
Q4
$15.8M Buy
2,986
+1,105
+59% +$50.2K 0.02% 420
2020
Q3
$7.7M Buy
1,881
+400
+27% +$19K 0.01% 635
2020
Q2
$7.67M Sell
1,481
-650
-31% -$29.8K 0.01% 626
2020
Q1
$7.1M Sell
2,131
-599
-22% -$32.4K 0.01% 534
2019
Q4
$18.2M Buy
2,730
+946
+53% +$61.9K 0.04% 304
2019
Q3
$10.8M Sell
1,784
-513
-22% -$32K 0.03% 396
2019
Q2
$14.6M Buy
2,297
+1,044
+83% +$64.6K 0.04% 289
2019
Q1
$7.55M Buy
1,253
+306
+32% +$16.8K 0.02% 486
2018
Q4
$3.83M Sell
947
-939
-50% -$53.5K 0.01% 702
2018
Q3
$13.5M Buy
1,886
+498
+36% +$32.8K 0.04% 282
2018
Q2
$9.28M Sell
1,388
-182
-12% -$10.9K 0.04% 370
2018
Q1
$114K Sell
1,570
-470
-23% -$23K 0.01% 1705
2017
Q4
$169K Buy
2,040
+742
+57% +$33.5K 0.01% 1394
2017
Q3
$310K Sell
1,298
-1,054
-45% -$44.6K 0.01% 937
2017
Q2
$828K Buy
2,352
+701
+42% +$32.8K 0.04% 437
2017
Q1
$504K Sell
1,651
-955
-37% -$50.6K 0.02% 666
2016
Q4
$217K Buy
2,606
+451
+21% +$24.6K 0.01% 1000
2016
Q3
$306K Sell
2,155
-1,158
-35% -$62K 0.02% 759
2016
Q2
$375K Sell
3,313
-376
-10% -$21.8K 0.03% 665
2016
Q1
$322K Buy
3,689
+2,767
+300% +$122K 0.03% 625
2015
Q4
$279K Buy
922
+184
+25% +$10.4K 0.02% 675
2015
Q3
$593K Buy
738
+567
+332% +$32.5K 0.04% 391
2015
Q2
$247K Sell
171
-201
-54% -$14.3K 0.02% 699
2015
Q1
$303K Sell
372
-752
-67% -$53.6K 0.04% 527
2014
Q4
$309K Buy
+1,124
New +$89K 0.04% 416

Other funds holding HES