JNBA Financial 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 | $2.08K | Hold |
15
| – | – | ﹤0.01% | 593 |
|
2025
Q1 | $2.4K | Hold |
15
| – | – | ﹤0.01% | 589 |
|
2024
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 589 |
|
2024
Q3 | $2.04K | Hold |
15
| – | – | ﹤0.01% | 603 |
|
2024
Q2 | $2.21K | Hold |
15
| – | – | ﹤0.01% | 575 |
|
2024
Q1 | $2.29K | Hold |
15
| – | – | ﹤0.01% | 596 |
|
2023
Q4 | $2.16K | Hold |
15
| – | – | ﹤0.01% | 610 |
|
2023
Q3 | $2.3K | Hold |
15
| – | – | ﹤0.01% | 613 |
|
2023
Q2 | $2.04K | Hold |
15
| – | – | ﹤0.01% | 619 |
|
2023
Q1 | $1.99K | Hold |
15
| – | – | ﹤0.01% | 622 |
|
2022
Q4 | $2.13K | Sell |
15
-38
| -72% | -$5.39K | ﹤0.01% | 582 |
|
2022
Q3 | $6K | Buy |
53
+38
| +253% | +$4.3K | ﹤0.01% | 509 |
|
2022
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 648 |
|
2022
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 633 |
|
2020
Q1 | – | Sell |
-122
| Closed | -$8K | – | 588 |
|
2019
Q4 | $8K | Buy |
+122
| New | +$8K | ﹤0.01% | 462 |
|
2018
Q4 | – | Sell |
-137
| Closed | -$10K | – | 614 |
|
2018
Q3 | $10K | Buy |
+137
| New | +$10K | ﹤0.01% | 376 |
|
2016
Q4 | – | Sell |
-317
| Closed | -$17K | – | 843 |
|
2016
Q3 | $17K | Buy |
+317
| New | +$17K | ﹤0.01% | 865 |
|
2014
Q4 | – | Sell |
-19
| Closed | -$2K | – | 570 |
|
2014
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 527 |
|