Allworth Financial’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
1,243
+224
| +22% | +$31K | ﹤0.01% | 1241 |
|
|
2025
Q1 | $135K | Buy |
1,019
+79
| +8% | +$10.5K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $137K | Buy |
940
+63
| +7% | +$9.18K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $119K | Buy |
877
+8
| +0.9% | +$1.09K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $133K | Sell |
869
-928
| -52% | -$142K | ﹤0.01% | 962 |
|
|
2024
Q1 | $274K | Buy |
1,797
+21
| +1% | +$3.21K | ﹤0.01% | 694 |
|
|
2023
Q4 | $256K | Sell |
1,776
-699
| -28% | -$101K | ﹤0.01% | 669 |
|
|
2023
Q3 | $379K | Buy |
2,475
+1,040
| +72% | +$159K | ﹤0.01% | 545 |
|
|
2023
Q2 | $195K | Buy |
1,435
+12
| +0.8% | +$1.63K | ﹤0.01% | 709 |
|
|
2023
Q1 | $188K | Sell |
1,423
-29
| -2% | -$3.84K | ﹤0.01% | 664 |
|
|
2022
Q4 | $206K | Buy |
1,452
+134
| +10% | +$19K | ﹤0.01% | 622 |
|
|
2022
Q3 | $144K | Buy |
1,318
+194
| +17% | +$21.2K | ﹤0.01% | 668 |
|
|
2022
Q2 | $119K | Buy |
1,124
+276
| +33% | +$29.2K | ﹤0.01% | 675 |
|
|
2022
Q1 | $91K | Buy |
848
+843
| +16,860% | +$90.5K | ﹤0.01% | 748 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2016 |
|