Concourse Financial Group Securities’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,058
| Closed | -$613K | – | 3705 |
|
|
2024
Q4 | $613K | Buy |
4,058
+81
| +2% | +$12.2K | 0.03% | 432 |
|
|
2024
Q3 | $763K | Buy |
3,977
+198
| +5% | +$38K | 0.05% | 369 |
|
|
2024
Q2 | $695K | Sell |
3,779
-510
| -12% | -$93.8K | 0.04% | 372 |
|
|
2024
Q1 | $834K | Buy |
4,289
+477
| +13% | +$92.8K | 0.05% | 337 |
|
|
2023
Q4 | $711K | Buy |
3,812
+751
| +25% | +$140K | 0.05% | 364 |
|
|
2023
Q3 | $612K | Buy |
3,061
+365
| +14% | +$73K | 0.05% | 372 |
|
|
2023
Q2 | $673K | Buy |
2,696
+449
| +20% | +$112K | 0.05% | 369 |
|
|
2023
Q1 | $572K | Buy |
2,247
+46
| +2% | +$11.7K | 0.04% | 408 |
|
|
2022
Q4 | $510K | Buy |
2,201
+76
| +4% | +$17.6K | 0.04% | 406 |
|
|
2022
Q3 | $468K | Buy |
2,125
+253
| +14% | +$55.7K | 0.04% | 365 |
|
|
2022
Q2 | $403K | Sell |
1,872
-1
| -0.1% | -$215 | 0.03% | 442 |
|
|
2022
Q1 | $406K | Sell |
1,873
-1,208
| -39% | -$262K | 0.03% | 470 |
|
|
2021
Q4 | $596K | Buy |
3,081
+360
| +13% | +$69.6K | 0.03% | 441 |
|
|
2021
Q3 | $461K | Buy |
2,721
+716
| +36% | +$121K | 0.03% | 482 |
|
|
2021
Q2 | $349K | Buy |
2,005
+132
| +7% | +$23K | 0.02% | 539 |
|
|
2021
Q1 | $296K | Buy |
1,873
+325
| +21% | +$51.4K | 0.02% | 554 |
|
|
2020
Q4 | $236K | Buy |
1,548
+150
| +11% | +$22.9K | 0.02% | 579 |
|
|
2020
Q3 | $200K | Sell |
1,398
-73
| -5% | -$10.4K | 0.02% | 548 |
|
|
2020
Q2 | $191K | Buy |
1,471
+81
| +6% | +$10.5K | 0.02% | 530 |
|
|
2020
Q1 | $184K | Buy |
1,390
+26
| +2% | +$3.44K | 0.02% | 485 |
|
|
2019
Q4 | $200K | Buy |
1,364
+825
| +153% | +$121K | 0.02% | 505 |
|
|
2019
Q3 | $84K | Sell |
539
-783
| -59% | -$122K | 0.02% | 477 |
|
|
2019
Q2 | $177K | Buy |
1,322
+49
| +4% | +$6.56K | 0.02% | 498 |
|
|
2019
Q1 | $146K | Buy |
1,273
+679
| +114% | +$77.9K | 0.02% | 578 |
|
|
2018
Q4 | $63K | Buy |
594
+349
| +142% | +$37K | 0.01% | 746 |
|
|
2018
Q3 | $25K | Buy |
+245
| New | +$25K | 0.01% | 791 |
|