Lee Financial’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
6,680
+500
| +8% | +$19.3K | 0.04% | 130 |
|
|
2025
Q1 | $261K | Sell |
6,180
-7,181
| -54% | -$304K | 0.04% | 129 |
|
|
2024
Q4 | $495K | Hold |
13,361
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $471K | Buy |
13,361
+7,559
| +130% | +$267K | 0.07% | 115 |
|
|
2024
Q2 | $211K | Buy |
+5,802
| New | +$211K | 0.03% | 137 |
|
|
2024
Q1 | – | Sell |
-4,422
| Closed | -$140K | – | 447 |
|
|
2023
Q4 | $140K | Buy |
4,422
+2,939
| +198% | +$93K | 0.02% | 157 |
|
|
2023
Q3 | $43.2K | Buy |
1,483
+144
| +11% | +$4.2K | 0.01% | 233 |
|
|
2023
Q2 | $41.1K | Buy |
1,339
+1,004
| +300% | +$30.8K | 0.01% | 237 |
|
|
2023
Q1 | $9.7K | Hold |
335
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $10K | Hold |
335
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $9K | Hold |
335
| – | – | ﹤0.01% | 455 |
|
|
2022
Q2 | $9K | Hold |
335
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $10K | Buy |
+335
| New | +$10K | ﹤0.01% | 432 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$9K | – | 487 |
|
|
2017
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 350 |
|
|
2017
Q2 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 354 |
|