Next Financial Group’s Hershey HSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$509K Sell
2,635
-313
-11% -$60.5K 0.03% 539
2021
Q3
$498K Sell
2,948
-338
-10% -$57.1K 0.04% 468
2021
Q2
$572K Buy
3,286
+1,877
+133% +$327K 0.05% 409
2021
Q1
$223K Hold
1,409
0.02% 729
2020
Q4
$215K Sell
1,409
-19
-1% -$2.9K 0.02% 694
2020
Q3
$205K Sell
1,428
-3,539
-71% -$508K 0.02% 610
2020
Q2
$644K Buy
4,967
+1,431
+40% +$186K 0.08% 252
2020
Q1
$469K Buy
3,536
+1,268
+56% +$168K 0.06% 289
2019
Q4
$333K Sell
2,268
-515
-19% -$75.6K 0.03% 484
2019
Q3
$431K Buy
2,783
+116
+4% +$18K 0.05% 392
2019
Q2
$357K Buy
2,667
+2,313
+653% +$310K 0.04% 451
2019
Q1
$41K Sell
354
-200
-36% -$23.2K 0.01% 783
2018
Q4
$59K Buy
554
+20
+4% +$2.13K 0.01% 757
2018
Q3
$54K Buy
+534
New +$54K 0.03% 523
2017
Q4
Sell
-1,146
Closed -$126K 749
2017
Q3
$126K Buy
1,146
+275
+32% +$30.2K 0.04% 427
2017
Q2
$94K Buy
871
+150
+21% +$16.2K 0.02% 563
2017
Q1
$78K Sell
721
-504
-41% -$54.5K 0.02% 576
2016
Q4
$127K Hold
1,225
0.02% 610
2016
Q3
$117K Buy
1,225
+504
+70% +$48.1K 0.02% 608
2016
Q2
$81K Sell
721
-164
-19% -$18.4K 0.03% 520
2016
Q1
$81K Hold
885
0.03% 484
2015
Q4
$79K Sell
885
-37
-4% -$3.3K 0.03% 496
2015
Q3
$84K Buy
922
+83
+10% +$7.56K 0.03% 480
2015
Q2
$74K Buy
839
+1
+0.1% +$88 0.03% 556
2015
Q1
$84K Sell
838
-30
-3% -$3.01K 0.03% 513
2014
Q4
$90K Sell
868
-910
-51% -$94.4K 0.03% 490
2014
Q3
$170K Buy
1,778
+1,374
+340% +$131K 0.03% 500
2014
Q2
$37K Buy
+404
New +$37K 0.02% 422