Kestra Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.37M | Buy |
20,313
+1,833
| +10% | +$304K | 0.02% | 815 |
|
2025
Q1 | $3.16M | Buy |
18,480
+2
| +0% | +$342 | 0.02% | 778 |
|
2024
Q4 | $3.13M | Sell |
18,478
-3,166
| -15% | -$536K | 0.02% | 783 |
|
2024
Q3 | $4.15M | Sell |
21,644
-2,127
| -9% | -$408K | 0.02% | 650 |
|
2024
Q2 | $4.32M | Buy |
23,771
+5,920
| +33% | +$1.08M | 0.02% | 638 |
|
2024
Q1 | $3.47M | Sell |
17,851
-2,800
| -14% | -$545K | 0.02% | 652 |
|
2023
Q4 | $3.85M | Buy |
20,651
+2,335
| +13% | +$435K | 0.03% | 540 |
|
2023
Q3 | $3.66M | Buy |
18,316
+6,203
| +51% | +$1.24M | 0.04% | 480 |
|
2023
Q2 | $3.02M | Buy |
12,113
+3,093
| +34% | +$772K | 0.03% | 542 |
|
2023
Q1 | $2.29M | Sell |
9,020
-3,438
| -28% | -$875K | 0.02% | 601 |
|
2022
Q4 | $2.88M | Buy |
12,458
+2,913
| +31% | +$675K | 0.03% | 613 |
|
2022
Q3 | $2.1M | Sell |
9,545
-622
| -6% | -$137K | 0.02% | 650 |
|
2022
Q2 | $2.19M | Buy |
10,167
+4,950
| +95% | +$1.06M | 0.02% | 641 |
|
2022
Q1 | $1.13M | Buy |
5,217
+1,068
| +26% | +$231K | 0.01% | 903 |
|
2021
Q4 | $803K | Sell |
4,149
-719
| -15% | -$139K | 0.01% | 1075 |
|
2021
Q3 | $824K | Buy |
4,868
+973
| +25% | +$165K | 0.01% | 1118 |
|
2021
Q2 | $678K | Buy |
3,895
+706
| +22% | +$123K | 0.01% | 1124 |
|
2021
Q1 | $504K | Sell |
3,189
-500
| -14% | -$79K | 0.01% | 1188 |
|
2020
Q4 | $555K | Buy |
3,689
+3,654
| +10,440% | +$550K | 0.01% | 1153 |
|
2020
Q3 | $372K | Buy |
+35
| New | +$372K | 0.01% | 1006 |
|