Oxford Financial Group’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,516
| Closed | -$342K | – | 310 |
|
|
2024
Q3 | $342K | Hold |
2,516
| – | – | 0.02% | 187 |
|
|
2024
Q2 | $371K | Sell |
2,516
-4
| -0.2% | -$590 | 0.02% | 185 |
|
|
2024
Q1 | $385K | Buy |
2,520
+38
| +2% | +$5.8K | 0.03% | 157 |
|
|
2023
Q4 | $358K | Hold |
2,482
| – | – | 0.03% | 164 |
|
|
2023
Q3 | $380K | Sell |
2,482
-33
| -1% | -$5.05K | 0.03% | 150 |
|
|
2023
Q2 | $342K | Buy |
+2,515
| New | +$342K | 0.03% | 164 |
|