RFG Advisory’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,257
| Closed | -$215K | – | 945 |
|
|
2025
Q1 | $215K | Sell |
1,257
-6,008
| -83% | -$1.03M | 0.01% | 808 |
|
|
2024
Q4 | $1.23M | Sell |
7,265
-2,331
| -24% | -$395K | 0.03% | 335 |
|
|
2024
Q3 | $1.84M | Buy |
9,596
+593
| +7% | +$114K | 0.06% | 265 |
|
|
2024
Q2 | $1.66M | Buy |
9,003
+4,616
| +105% | +$849K | 0.05% | 258 |
|
|
2024
Q1 | $853K | Buy |
4,387
+2,724
| +164% | +$530K | 0.03% | 382 |
|
|
2023
Q4 | $310K | Sell |
1,663
-21
| -1% | -$3.92K | 0.01% | 545 |
|
|
2023
Q3 | $337K | Buy |
1,684
+228
| +16% | +$45.6K | 0.02% | 484 |
|
|
2023
Q2 | $364K | Buy |
1,456
+181
| +14% | +$45.2K | 0.02% | 486 |
|
|
2023
Q1 | $324K | Buy |
1,275
+279
| +28% | +$71K | 0.02% | 493 |
|
|
2022
Q4 | $235K | Sell |
996
-162
| -14% | -$38.3K | 0.01% | 556 |
|
|
2022
Q3 | $267K | Buy |
+1,158
| New | +$267K | 0.02% | 515 |
|
|
2022
Q2 | – | Sell |
-991
| Closed | -$215K | – | 576 |
|
|
2022
Q1 | $215K | Buy |
+991
| New | +$215K | 0.01% | 478 |
|