Key Financial Inc’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Hold |
1,390
| – | – | 0.04% | 283 |
|
|
2025
Q1 | $222K | Sell |
1,390
-63
| -4% | -$10.1K | 0.05% | 250 |
|
|
2024
Q4 | $193K | Buy |
1,453
+24
| +2% | +$3.19K | 0.04% | 261 |
|
|
2024
Q3 | $194K | Sell |
1,429
-408
| -22% | -$55.4K | 0.04% | 255 |
|
|
2024
Q2 | $271K | Buy |
1,837
+417
| +29% | +$61.5K | 0.07% | 205 |
|
|
2024
Q1 | $217K | Hold |
1,420
| – | – | 0.06% | 222 |
|
|
2023
Q4 | $205K | Hold |
1,420
| – | – | 0.06% | 222 |
|
|
2023
Q3 | $217K | Hold |
1,420
| – | – | 0.07% | 191 |
|
|
2023
Q2 | $193K | Hold |
1,420
| – | – | 0.06% | 214 |
|
|
2023
Q1 | $188K | Sell |
1,420
-42
| -3% | -$5.56K | 0.07% | 205 |
|
|
2022
Q4 | $159K | Hold |
1,462
| – | – | 0.08% | 189 |
|
|
2022
Q3 | $159K | Hold |
1,462
| – | – | 0.07% | 190 |
|
|
2022
Q2 | $154K | Buy |
1,462
+63
| +5% | +$6.64K | 0.08% | 182 |
|
|
2022
Q1 | $150K | Buy |
1,399
+382
| +38% | +$41K | 0.07% | 201 |
|
|
2021
Q4 | $75K | Hold |
1,017
| – | – | 0.04% | 285 |
|
|
2021
Q3 | $79K | Hold |
1,017
| – | – | 0.04% | 264 |
|
|
2021
Q2 | $78K | Buy |
1,017
+875
| +616% | +$67.1K | 0.04% | 277 |
|
|
2021
Q1 | $10K | Hold |
142
| – | – | 0.01% | 487 |
|
|
2020
Q4 | $7K | Buy |
+142
| New | +$7K | 0.01% | 505 |
|
|
2020
Q2 | – | Sell |
-142
| Closed | -$5K | – | 317 |
|
|
2020
Q1 | $5K | Buy |
+142
| New | +$5K | 0.01% | 504 |
|