Allworth Financial’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75K | Buy |
253
+103
| +69% | +$3.97K | ﹤0.01% | 2891 |
|
|
2025
Q1 | $5.86K | Buy |
150
+2
| +1% | +$78 | ﹤0.01% | 2664 |
|
|
2024
Q4 | $6.02K | Buy |
148
+3
| +2% | +$122 | ﹤0.01% | 2666 |
|
|
2024
Q3 | $5.11K | Buy |
145
+3
| +2% | +$106 | ﹤0.01% | 2555 |
|
|
2024
Q2 | $5.47K | Buy |
142
+2
| +1% | +$77 | ﹤0.01% | 2481 |
|
|
2024
Q1 | $5.04K | Buy |
140
+3
| +2% | +$108 | ﹤0.01% | 2404 |
|
|
2023
Q4 | $4.33K | Buy |
137
+3
| +2% | +$95 | ﹤0.01% | 2330 |
|
|
2023
Q3 | $3.91K | Buy |
134
+2
| +2% | +$58 | ﹤0.01% | 2233 |
|
|
2023
Q2 | $4.04K | Sell |
132
-29
| -18% | -$887 | ﹤0.01% | 2201 |
|
|
2023
Q1 | $4.66K | Buy |
161
+3
| +2% | +$87 | ﹤0.01% | 2063 |
|
|
2022
Q4 | $4.74K | Buy |
158
+2
| +1% | +$60 | ﹤0.01% | 1913 |
|
|
2022
Q3 | $4K | Buy |
156
+124
| +388% | +$3.18K | ﹤0.01% | 1938 |
|
|
2022
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 2166 |
|
|
2022
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1941 |
|