LPL Financial’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.95M | Buy |
204,564
+6,058
| +3% | +$224K | ﹤0.01% | 2196 |
|
|
2025
Q4 | $6.85M | Sell |
198,506
-23,427
| -11% | -$788K | ﹤0.01% | 2266 |
|
|
2025
Q3 | $7.67M | Sell |
221,933
-9,775
| -4% | -$388K | ﹤0.01% | 2119 |
|
|
2025
Q2 | $8.92M | Buy |
231,708
+36,280
| +19% | +$1.38M | ﹤0.01% | 1827 |
|
|
2025
Q1 | $8.26M | Buy |
195,428
+818
| +0.4% | +$33.4K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $7.21M | Buy |
194,610
+8,942
| +5% | +$322K | ﹤0.01% | 1784 |
|
|
2024
Q3 | $6.55M | Buy |
185,668
+42,005
| +29% | +$1.54M | ﹤0.01% | 1773 |
|
|
2024
Q2 | $5.24M | Buy |
143,663
+71
| +0% | +$2.51K | ﹤0.01% | 1806 |
|
|
2024
Q1 | $5.19M | Buy |
143,592
+25,495
| +22% | +$861K | ﹤0.01% | 1750 |
|
|
2023
Q4 | $3.74M | Sell |
118,097
-2,613
| -2% | -$80K | ﹤0.01% | 1888 |
|
|
2023
Q3 | $3.52M | Buy |
120,710
+30,211
| +33% | +$911K | ﹤0.01% | 1823 |
|
|
2023
Q2 | $2.78M | Buy |
90,499
+2,808
| +3% | +$81K | ﹤0.01% | 1981 |
|
|
2023
Q1 | $2.54M | Buy |
87,691
+25,318
| +41% | +$737K | ﹤0.01% | 1952 |
|
|
2022
Q4 | $1.87M | Buy |
62,373
+2,268
| +4% | +$64.8K | ﹤0.01% | 2122 |
|
|
2022
Q3 | $1.53M | Buy |
60,105
+4,961
| +9% | +$142K | ﹤0.01% | 2189 |
|
|
2022
Q2 | $1.54M | Buy |
55,144
+78
| +0.1% | +$2.41K | ﹤0.01% | 2229 |
|
|
2022
Q1 | $1.65M | Buy |
55,066
+2,626
| +5% | +$79.3K | ﹤0.01% | 2208 |
|
|
2021
Q4 | $1.45M | Buy |
52,440
+14,145
| +37% | +$367K | ﹤0.01% | 2343 |
|
|
2021
Q3 | $1.08M | Buy |
38,295
+1,213
| +3% | +$30.7K | ﹤0.01% | 2551 |
|
|
2021
Q2 | $936K | Buy |
37,082
+6,683
| +22% | +$161K | ﹤0.01% | 2620 |
|
|
2021
Q1 | $682K | Buy |
30,399
+19,178
| +171% | +$413K | ﹤0.01% | 2749 |
|
|
2020
Q4 | $220K | Buy |
11,221
+946
| +9% | +$17.1K | ﹤0.01% | 3449 |
|
|
2020
Q3 | $155K | Sell |
10,275
-2,632
| -20% | -$45.8K | ﹤0.01% | 3273 |
|
|
2020
Q2 | $236K | Buy |
12,907
+221
| +2% | +$3.69K | ﹤0.01% | 3012 |
|
|
2020
Q1 | $129K | Buy |
+12,686
| New | +$239K | ﹤0.01% | 2937 |
|
Other funds holding HESM
AA
TCA
EIP
