Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-32,800
Closed -$4.54M 4632
2025
Q2
$4.54M Sell
32,800
-113,500
-78% -$15.3M 0.01% 1529
2025
Q1
$23.4M Buy
146,300
+29,200
+25% +$4.29M 0.06% 614
2024
Q4
$15.6M Buy
117,100
+87,100
+290% +$12.2M 0.04% 891
2024
Q3
$4.07M Sell
30,000
-22,000
-42% -$3.06M 0.01% 1558
2024
Q2
$7.67M Buy
52,000
+7,600
+17% +$1.16M 0.03% 1092
2024
Q1
$6.78M Sell
44,400
-53,600
-55% -$7.78M 0.03% 1242
2023
Q4
$14.1M Buy
98,000
+93,100
+1,900% +$13.6M 0.06% 739
2023
Q3
$750K Sell
4,900
-28,900
-86% -$4.35M ﹤0.01% 2516
2023
Q2
$4.6M Buy
33,800
+31,800
+1,590% +$4.35M 0.03% 1126
2023
Q1
$265K Sell
2,000
-34,200
-94% -$4.76M ﹤0.01% 2646
2022
Q4
$5.13M Sell
36,200
-6,100
-14% -$838K 0.03% 832
2022
Q3
$4.61M Buy
42,300
+12,200
+41% +$1.35M 0.04% 807
2022
Q2
$3.19M Buy
30,100
+3,000
+11% +$339K 0.03% 910
2022
Q1
$2.9M Buy
27,100
+23,900
+747% +$2.27M 0.02% 935
2021
Q4
$237K Buy
+3,200
New +$259K ﹤0.01% 2598
2021
Q1
Sell
-70,100
Closed -$3.7M 3321
2020
Q4
$3.7M Buy
+70,100
New +$3.19M 0.03% 618

Other funds holding HES