SOA Wealth Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-110
| Closed | -$15.2K | – | 906 |
|
|
2025
Q2 | $15.2K | Hold |
110
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $17.6K | Hold |
110
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $14.6K | Hold |
110
| – | – | ﹤0.01% | 502 |
|
|
2024
Q3 | $14.9K | Hold |
110
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $16.2K | Hold |
110
| – | – | ﹤0.01% | 469 |
|
|
2024
Q1 | $16.8K | Hold |
110
| – | – | ﹤0.01% | 465 |
|
|
2023
Q4 | $15.9K | Hold |
110
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $16.8K | Hold |
110
| – | – | ﹤0.01% | 452 |
|
|
2023
Q2 | $15K | Hold |
110
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $14.6K | Hold |
110
| – | – | ﹤0.01% | 479 |
|
|
2022
Q4 | $15.6K | Hold |
110
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $11K | Sell |
110
-2
| -2% | -$222 | ﹤0.01% | 494 |
|
|
2022
Q2 | $11K | Hold |
112
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $11K | Hold |
112
| – | – | ﹤0.01% | 572 |
|
|
2021
Q4 | $8K | Hold |
112
| – | – | ﹤0.01% | 603 |
|
|
2021
Q3 | $8K | Hold |
112
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $9K | Buy |
112
+1
| +0.9% | +$81 | ﹤0.01% | 590 |
|
|
2021
Q1 | $7K | Sell |
111
-1
| -0.9% | -$64 | ﹤0.01% | 577 |
|
|
2020
Q4 | $6K | Buy |
+112
| New | +$5.09K | ﹤0.01% | 584 |
|
Other funds holding HES
BIG
IA
HNB
S