LPL 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 | $8.92M | Buy |
231,708
+36,280
| +19% | +$1.4M | ﹤0.01% | 1824 |
|
|
2025
Q1 | $8.26M | Buy |
195,428
+818
| +0.4% | +$34.6K | ﹤0.01% | 1741 |
|
|
2024
Q4 | $7.21M | Buy |
194,610
+8,942
| +5% | +$331K | ﹤0.01% | 1779 |
|
|
2024
Q3 | $6.55M | Buy |
185,668
+42,005
| +29% | +$1.48M | ﹤0.01% | 1766 |
|
|
2024
Q2 | $5.24M | Buy |
143,663
+71
| +0% | +$2.59K | ﹤0.01% | 1799 |
|
|
2024
Q1 | $5.19M | Buy |
143,592
+25,495
| +22% | +$921K | ﹤0.01% | 1744 |
|
|
2023
Q4 | $3.74M | Sell |
118,097
-2,613
| -2% | -$82.6K | ﹤0.01% | 1878 |
|
|
2023
Q3 | $3.52M | Buy |
120,710
+30,211
| +33% | +$880K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $2.78M | Buy |
90,499
+2,808
| +3% | +$86.1K | ﹤0.01% | 1977 |
|
|
2023
Q1 | $2.54M | Buy |
87,691
+25,318
| +41% | +$733K | ﹤0.01% | 1949 |
|
|
2022
Q4 | $1.87M | Buy |
62,373
+2,268
| +4% | +$67.9K | ﹤0.01% | 2120 |
|
|
2022
Q3 | $1.53M | Buy |
60,105
+4,961
| +9% | +$127K | ﹤0.01% | 2186 |
|
|
2022
Q2 | $1.54M | Buy |
55,144
+78
| +0.1% | +$2.18K | ﹤0.01% | 2224 |
|
|
2022
Q1 | $1.65M | Buy |
55,066
+2,626
| +5% | +$78.8K | ﹤0.01% | 2202 |
|
|
2021
Q4 | $1.45M | Buy |
52,440
+14,145
| +37% | +$391K | ﹤0.01% | 2334 |
|
|
2021
Q3 | $1.08M | Buy |
38,295
+1,213
| +3% | +$34.2K | ﹤0.01% | 2539 |
|
|
2021
Q2 | $936K | Buy |
37,082
+6,683
| +22% | +$169K | ﹤0.01% | 2613 |
|
|
2021
Q1 | $682K | Buy |
30,399
+19,178
| +171% | +$430K | ﹤0.01% | 2740 |
|
|
2020
Q4 | $220K | Buy |
11,221
+946
| +9% | +$18.5K | ﹤0.01% | 3436 |
|
|
2020
Q3 | $155K | Sell |
10,275
-2,632
| -20% | -$39.7K | ﹤0.01% | 3253 |
|
|
2020
Q2 | $236K | Buy |
12,907
+221
| +2% | +$4.04K | ﹤0.01% | 2988 |
|
|
2020
Q1 | $129K | Buy |
+12,686
| New | +$129K | ﹤0.01% | 2928 |
|