Dakota Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Buy |
2,565
+81
| +3% | +$11.2K | 0.01% | 574 |
|
2025
Q1 | $397K | Sell |
2,484
-86
| -3% | -$13.7K | 0.01% | 558 |
|
2024
Q4 | $342K | Buy |
2,570
+10
| +0.4% | +$1.33K | 0.01% | 570 |
|
2024
Q3 | $348K | Sell |
2,560
-162
| -6% | -$22K | 0.01% | 565 |
|
2024
Q2 | $401K | Sell |
2,722
-5
| -0.2% | -$737 | 0.01% | 531 |
|
2024
Q1 | $416K | Sell |
2,727
-255
| -9% | -$38.9K | 0.01% | 531 |
|
2023
Q4 | $430K | Sell |
2,982
-1,005
| -25% | -$145K | 0.02% | 445 |
|
2023
Q3 | $610K | Buy |
3,987
+897
| +29% | +$137K | 0.03% | 365 |
|
2023
Q2 | $420K | Buy |
3,090
+39
| +1% | +$5.3K | 0.02% | 409 |
|
2023
Q1 | $404K | Buy |
3,051
+837
| +38% | +$111K | 0.03% | 401 |
|
2022
Q4 | $314K | Buy |
+2,214
| New | +$314K | 0.02% | 436 |
|