Clearstead Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
1,973
+454
| +30% | +$62.9K | ﹤0.01% | 797 |
|
|
2025
Q1 | $243K | Buy |
1,519
+547
| +56% | +$87.4K | ﹤0.01% | 765 |
|
|
2024
Q4 | $129K | Sell |
972
-135
| -12% | -$18K | ﹤0.01% | 959 |
|
|
2024
Q3 | $150K | Buy |
1,107
+39
| +4% | +$5.3K | ﹤0.01% | 929 |
|
|
2024
Q2 | $158K | Buy |
1,068
+375
| +54% | +$55.3K | ﹤0.01% | 889 |
|
|
2024
Q1 | $111K | Buy |
693
+23
| +3% | +$3.67K | 0.01% | 586 |
|
|
2023
Q4 | $96.6K | Buy |
670
+90
| +16% | +$13K | 0.01% | 590 |
|
|
2023
Q3 | $88.7K | Buy |
580
+316
| +120% | +$48.3K | ﹤0.01% | 759 |
|
|
2023
Q2 | $35.9K | Buy |
264
+200
| +313% | +$27.2K | ﹤0.01% | 793 |
|
|
2023
Q1 | $8.47K | Buy |
64
+34
| +113% | +$4.5K | ﹤0.01% | 970 |
|
|
2022
Q4 | $4.26K | Hold |
30
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1028 |
|