Lindbrook Capital’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $577K | Sell |
13,638
-9,297
| -41% | -$393K | 0.05% | 204 |
|
|
2024
Q4 | $849K | Buy |
22,935
+1,377
| +6% | +$51K | 0.08% | 154 |
|
|
2024
Q3 | $760K | Buy |
21,558
+7,223
| +50% | +$255K | 0.07% | 169 |
|
|
2024
Q2 | $522K | Hold |
14,335
| – | – | 0.05% | 202 |
|
|
2024
Q1 | $518K | Buy |
+14,335
| New | +$518K | 0.05% | 213 |
|
|
2023
Q3 | – | Sell |
-9,726
| Closed | -$298K | – | 2759 |
|
|
2023
Q2 | $298K | Buy |
9,726
+4,742
| +95% | +$145K | 0.03% | 249 |
|
|
2023
Q1 | $144K | Buy |
+4,984
| New | +$144K | 0.02% | 386 |
|
|
2022
Q1 | – | Sell |
-474
| Closed | -$13K | – | 2537 |
|
|
2021
Q4 | $13K | Buy |
+474
| New | +$13K | ﹤0.01% | 1167 |
|