ROI Financial Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
1,898
-346
| -15% | -$47.9K | 0.17% | 58 |
|
|
2025
Q1 | $358K | Sell |
2,244
-60
| -3% | -$9.58K | 0.26% | 50 |
|
|
2024
Q4 | $306K | Sell |
2,304
-154
| -6% | -$20.5K | 0.21% | 52 |
|
|
2024
Q3 | $334K | Sell |
2,458
-278
| -10% | -$37.8K | 0.23% | 47 |
|
|
2024
Q2 | $404K | Sell |
2,736
-62
| -2% | -$9.15K | 0.29% | 45 |
|
|
2024
Q1 | $427K | Sell |
2,798
-170
| -6% | -$25.9K | 0.34% | 46 |
|
|
2023
Q4 | $428K | Buy |
+2,968
| New | +$428K | 0.35% | 49 |
|