Concorde Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
17,444
+70
| +0.4% | +$11.6K | 1.71% | 27 |
|
|
2025
Q1 | $2.97M | Buy |
17,374
+838
| +5% | +$143K | 1.64% | 26 |
|
|
2024
Q4 | $2.8M | Buy |
16,536
+1,308
| +9% | +$222K | 1.67% | 28 |
|
|
2024
Q3 | $2.92M | Sell |
15,228
-402
| -3% | -$77.1K | 1.72% | 27 |
|
|
2024
Q2 | $2.87M | Buy |
15,630
+12,840
| +460% | +$2.36M | 1.89% | 25 |
|
|
2024
Q1 | $543K | Sell |
2,790
-9,342
| -77% | -$1.82M | 0.49% | 30 |
|
|
2023
Q4 | $2.26M | Buy |
12,132
+9,342
| +335% | +$1.74M | 1.55% | 29 |
|
|
2023
Q3 | $558K | Sell |
2,790
-8,042
| -74% | -$1.61M | 0.95% | 23 |
|
|
2023
Q2 | $2.7M | Buy |
10,832
+1,678
| +18% | +$419K | 1.77% | 29 |
|
|
2023
Q1 | $2.33M | Sell |
9,154
-11,588
| -56% | -$2.95M | 1.7% | 29 |
|
|
2022
Q4 | $4.57M | Hold |
20,742
| – | – | 3.08% | 10 |
|
|
2022
Q3 | $4.57M | Buy |
+20,742
| New | +$4.57M | 3.08% | 10 |
|
|
2022
Q2 | – | Sell |
-22,765
| Closed | -$5.11M | – | 45 |
|
|
2022
Q1 | $5.11M | Sell |
22,765
-155
| -0.7% | -$34.8K | 3.14% | 10 |
|
|
2021
Q4 | $4.46M | Buy |
+22,920
| New | +$4.46M | 2.81% | 15 |
|