LA
HES

Legacy Advisors’s Hess HES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,063
Closed -$330K 185
2025
Q1
$330K Buy
2,063
+166
+9% +$26.5K 0.03% 312
2024
Q4
$252K Buy
1,897
+118
+7% +$15.7K 0.02% 340
2024
Q3
$242K Buy
1,779
+47
+3% +$6.38K 0.03% 332
2024
Q2
$256K Sell
1,732
-3,420
-66% -$505K 0.03% 274
2024
Q1
$786K Sell
5,152
-688
-12% -$105K 0.1% 163
2023
Q4
$842K Buy
5,840
+3,605
+161% +$520K 0.11% 145
2023
Q3
$342K Buy
+2,235
New +$342K 0.06% 221
2018
Q1
Hold
0
414
2017
Q4
Sell
-3,060
Closed -$143K 389
2017
Q3
$143K Hold
3,060
0.16% 62
2017
Q2
$134K Hold
3,060
0.17% 61
2017
Q1
$147K Hold
3,060
0.2% 52
2016
Q4
$190K Buy
+3,060
New +$190K 0.26% 43