Capital Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
10,634
-1,715
| -14% | -$285K | 0.03% | 242 |
|
|
2025
Q1 | $2.11M | Sell |
12,349
-21,794
| -64% | -$3.73M | 0.04% | 209 |
|
|
2024
Q4 | $5.78M | Sell |
34,143
-11,166
| -25% | -$1.89M | 0.12% | 127 |
|
|
2024
Q3 | $8.69M | Sell |
45,309
-5,572
| -11% | -$1.07M | 0.18% | 110 |
|
|
2024
Q2 | $9.35M | Sell |
50,881
-98
| -0.2% | -$18K | 0.21% | 97 |
|
|
2024
Q1 | $9.92M | Buy |
50,979
+48,626
| +2,067% | +$9.46M | 0.23% | 91 |
|
|
2023
Q4 | $439K | Buy |
2,353
+104
| +5% | +$19.4K | 0.01% | 406 |
|
|
2023
Q3 | $450K | Sell |
2,249
-81
| -3% | -$16.2K | 0.01% | 384 |
|
|
2023
Q2 | $582K | Sell |
2,330
-62
| -3% | -$15.5K | 0.02% | 319 |
|
|
2023
Q1 | $608K | Sell |
2,392
-129
| -5% | -$32.8K | 0.02% | 321 |
|
|
2022
Q4 | $584K | Buy |
2,521
+332
| +15% | +$76.9K | 0.02% | 334 |
|
|
2022
Q3 | $483K | Sell |
2,189
-122
| -5% | -$26.9K | 0.02% | 344 |
|
|
2022
Q2 | $497K | Buy |
2,311
+107
| +5% | +$23K | 0.02% | 348 |
|
|
2022
Q1 | $477K | Buy |
2,204
+78
| +4% | +$16.9K | 0.01% | 366 |
|
|
2021
Q4 | $411K | Sell |
2,126
-81
| -4% | -$15.7K | 0.01% | 410 |
|
|
2021
Q3 | $374K | Sell |
2,207
-1
| -0% | -$169 | 0.01% | 411 |
|
|
2021
Q2 | $385K | Buy |
2,208
+24
| +1% | +$4.19K | 0.01% | 408 |
|
|
2021
Q1 | $345K | Sell |
2,184
-20
| -0.9% | -$3.16K | 0.01% | 401 |
|
|
2020
Q4 | $336K | Buy |
2,204
+5
| +0.2% | +$762 | 0.01% | 395 |
|
|
2020
Q3 | $315K | Sell |
2,199
-630
| -22% | -$90.2K | 0.02% | 380 |
|
|
2020
Q2 | $367K | Buy |
+2,829
| New | +$367K | 0.02% | 351 |
|
|
2019
Q2 | – | Sell |
-1,746
| Closed | -$200K | – | 517 |
|
|
2019
Q1 | $200K | Buy |
+1,746
| New | +$200K | 0.01% | 457 |
|