Creative Planning’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
28,258
-893
| -3% | -$124K | ﹤0.01% | 879 |
|
|
2025
Q1 | $4.66M | Buy |
29,151
+6,805
| +30% | +$1.09M | ﹤0.01% | 742 |
|
|
2024
Q4 | $2.97M | Buy |
22,346
+2,977
| +15% | +$396K | ﹤0.01% | 904 |
|
|
2024
Q3 | $2.63M | Buy |
19,369
+241
| +1% | +$32.7K | ﹤0.01% | 924 |
|
|
2024
Q2 | $2.82M | Buy |
19,128
+633
| +3% | +$93.4K | ﹤0.01% | 840 |
|
|
2024
Q1 | $2.82M | Buy |
18,495
+2,304
| +14% | +$352K | ﹤0.01% | 824 |
|
|
2023
Q4 | $2.33M | Buy |
16,191
+2,187
| +16% | +$315K | ﹤0.01% | 856 |
|
|
2023
Q3 | $2.14M | Sell |
14,004
-273
| -2% | -$41.8K | ﹤0.01% | 822 |
|
|
2023
Q2 | $1.94M | Buy |
14,277
+346
| +2% | +$47K | ﹤0.01% | 826 |
|
|
2023
Q1 | $1.84M | Buy |
13,931
+1,779
| +15% | +$235K | ﹤0.01% | 803 |
|
|
2022
Q4 | $1.72M | Buy |
12,152
+3,186
| +36% | +$452K | ﹤0.01% | 803 |
|
|
2022
Q3 | $977K | Buy |
8,966
+46
| +0.5% | +$5.01K | ﹤0.01% | 972 |
|
|
2022
Q2 | $945K | Buy |
8,920
+1,615
| +22% | +$171K | ﹤0.01% | 998 |
|
|
2022
Q1 | $782K | Sell |
7,305
-459
| -6% | -$49.1K | ﹤0.01% | 1096 |
|
|
2021
Q4 | $575K | Buy |
7,764
+69
| +0.9% | +$5.11K | ﹤0.01% | 1227 |
|
|
2021
Q3 | $601K | Buy |
7,695
+216
| +3% | +$16.9K | ﹤0.01% | 1200 |
|
|
2021
Q2 | $653K | Sell |
7,479
-458
| -6% | -$40K | ﹤0.01% | 1127 |
|
|
2021
Q1 | $562K | Buy |
7,937
+389
| +5% | +$27.5K | ﹤0.01% | 1339 |
|
|
2020
Q4 | $398K | Sell |
7,548
-298
| -4% | -$15.7K | ﹤0.01% | 1423 |
|
|
2020
Q3 | $321K | Buy |
7,846
+1,176
| +18% | +$48.1K | ﹤0.01% | 1363 |
|
|
2020
Q2 | $346K | Sell |
6,670
-157
| -2% | -$8.14K | ﹤0.01% | 1214 |
|
|
2020
Q1 | $227K | Buy |
6,827
+42
| +0.6% | +$1.4K | ﹤0.01% | 1310 |
|
|
2019
Q4 | $453K | Sell |
6,785
-786
| -10% | -$52.5K | ﹤0.01% | 1157 |
|
|
2019
Q3 | $458K | Buy |
7,571
+383
| +5% | +$23.2K | ﹤0.01% | 1114 |
|
|
2019
Q2 | $457K | Buy |
7,188
+884
| +14% | +$56.2K | ﹤0.01% | 1128 |
|
|
2019
Q1 | $380K | Buy |
6,304
+717
| +13% | +$43.2K | ﹤0.01% | 1190 |
|
|
2018
Q4 | $226K | Sell |
5,587
-788
| -12% | -$31.9K | ﹤0.01% | 1401 |
|
|
2018
Q3 | $456K | Buy |
6,375
+919
| +17% | +$65.7K | ﹤0.01% | 1120 |
|
|
2018
Q2 | $365K | Sell |
5,456
-17,200
| -76% | -$1.15M | ﹤0.01% | 1244 |
|
|
2018
Q1 | $1.15M | Buy |
22,656
+2,422
| +12% | +$123K | ﹤0.01% | 658 |
|
|
2017
Q4 | $960K | Sell |
20,234
-20,842
| -51% | -$989K | ﹤0.01% | 749 |
|
|
2017
Q3 | $1.93M | Buy |
41,076
+32,113
| +358% | +$1.51M | 0.01% | 472 |
|
|
2017
Q2 | $393K | Sell |
8,963
-4,094
| -31% | -$180K | ﹤0.01% | 1138 |
|
|
2017
Q1 | $630K | Buy |
13,057
+3,296
| +34% | +$159K | ﹤0.01% | 868 |
|
|
2016
Q4 | $608K | Buy |
9,761
+14
| +0.1% | +$872 | ﹤0.01% | 831 |
|
|
2016
Q3 | $523K | Buy |
9,747
+132
| +1% | +$7.08K | ﹤0.01% | 864 |
|
|
2016
Q2 | $578K | Sell |
9,615
-11,570
| -55% | -$696K | ﹤0.01% | 713 |
|
|
2016
Q1 | $1.12M | Buy |
21,185
+11,808
| +126% | +$621K | 0.01% | 466 |
|
|
2015
Q4 | $455K | Sell |
9,377
-1,482
| -14% | -$71.9K | ﹤0.01% | 801 |
|
|
2015
Q3 | $544K | Buy |
10,859
+141
| +1% | +$7.06K | ﹤0.01% | 704 |
|
|
2015
Q2 | $717K | Sell |
10,718
-544
| -5% | -$36.4K | 0.01% | 569 |
|
|
2015
Q1 | $764K | Buy |
11,262
+1,776
| +19% | +$120K | 0.01% | 557 |
|
|
2014
Q4 | $700K | Sell |
9,486
-1,232
| -11% | -$90.9K | 0.01% | 569 |
|
|
2014
Q3 | $1.01M | Sell |
10,718
-1,692
| -14% | -$160K | 0.01% | 399 |
|
|
2014
Q2 | $1.23M | Sell |
12,410
-65
| -0.5% | -$6.43K | 0.02% | 335 |
|
|
2014
Q1 | $1.03M | Sell |
12,475
-18,058
| -59% | -$1.5M | 0.02% | 361 |
|
|
2013
Q4 | $2.53M | Buy |
30,533
+22,004
| +258% | +$1.83M | 0.04% | 153 |
|
|
2013
Q3 | $660K | Sell |
8,529
-53
| -0.6% | -$4.1K | 0.01% | 361 |
|
|
2013
Q2 | $571K | Buy |
+8,582
| New | +$571K | 0.01% | 374 |
|