LFA
HES
Legacy Financial Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
5,753
+33
| +0.6% | +$4.57K | 0.12% | 141 |
|
|
2025
Q1 | $914K | Buy |
5,720
+61
| +1% | +$9.74K | 0.15% | 112 |
|
|
2024
Q4 | $753K | Buy |
5,659
+33
| +0.6% | +$4.39K | 0.12% | 138 |
|
|
2024
Q3 | $764K | Sell |
5,626
-121
| -2% | -$16.4K | 0.13% | 132 |
|
|
2024
Q2 | $848K | Buy |
5,747
+5
| +0.1% | +$738 | 0.15% | 112 |
|
|
2024
Q1 | $876K | Buy |
5,742
+48
| +0.8% | +$7.33K | 0.16% | 106 |
|
|
2023
Q4 | $821K | Buy |
5,694
+22
| +0.4% | +$3.17K | 0.16% | 101 |
|
|
2023
Q3 | $868K | Buy |
5,672
+30
| +0.5% | +$4.59K | 0.17% | 79 |
|
|
2023
Q2 | $767K | Buy |
5,642
+61
| +1% | +$8.29K | 0.14% | 87 |
|
|
2023
Q1 | $739K | Buy |
5,581
+73
| +1% | +$9.66K | 0.15% | 80 |
|
|
2022
Q4 | $781K | Buy |
5,508
+60
| +1% | +$8.51K | 0.17% | 71 |
|
|
2022
Q3 | $594K | Buy |
5,448
+36
| +0.7% | +$3.93K | 0.14% | 78 |
|
|
2022
Q2 | $573K | Buy |
5,412
+105
| +2% | +$11.1K | 0.14% | 78 |
|
|
2022
Q1 | $568K | Buy |
5,307
+13
| +0.2% | +$1.39K | 0.13% | 89 |
|
|
2021
Q4 | $392K | Sell |
5,294
-7
| -0.1% | -$518 | 0.09% | 114 |
|
|
2021
Q3 | $414K | Sell |
5,301
-10
| -0.2% | -$781 | 0.1% | 96 |
|
|
2021
Q2 | $464K | Buy |
5,311
+55
| +1% | +$4.81K | 0.12% | 78 |
|
|
2021
Q1 | $372K | Buy |
5,256
+58
| +1% | +$4.11K | 0.1% | 85 |
|
|
2020
Q4 | $274K | Sell |
5,198
-22
| -0.4% | -$1.16K | 0.08% | 106 |
|
|
2020
Q3 | $214K | Buy |
+5,220
| New | +$214K | 0.07% | 118 |
|
|
2020
Q1 | – | Sell |
-4,925
| Closed | -$329K | – | 85 |
|
|
2019
Q4 | $329K | Hold |
4,925
| – | – | 0.1% | 92 |
|
|
2019
Q3 | $298K | Buy |
4,925
+23
| +0.5% | +$1.39K | 0.1% | 90 |
|
|
2019
Q2 | $312K | Buy |
4,902
+50
| +1% | +$3.18K | 0.11% | 86 |
|
|
2019
Q1 | $292K | Sell |
4,852
-1
| -0% | -$60 | 0.1% | 91 |
|
|
2018
Q4 | $197K | Sell |
4,853
-40
| -0.8% | -$1.62K | 0.08% | 100 |
|
|
2018
Q3 | $350K | Buy |
4,893
+41
| +0.8% | +$2.93K | 0.13% | 65 |
|
|
2018
Q2 | $323K | Hold |
4,852
| – | – | 0.12% | 71 |
|
|
2018
Q1 | $260K | Hold |
4,852
| – | – | 0.1% | 89 |
|
|
2017
Q4 | $230K | Buy |
+4,852
| New | +$230K | 0.09% | 101 |
|