SFS
HES

Sowell Financial Services’s Hess HES Stock Holding History

Sowell Financial Services’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,253
Closed -$312K – 1100
2025
Q2 		$312K Sell
2,253
-40
-2% -$5.4K 0.01% 767
2025
Q1 		$366K Buy
+2,293
New +$337K 0.02% 681
2021
Q2 		– Sell
-8,937
Closed -$726K – 1462
2021
Q1 		$726K Sell
8,937
-138
-2% -$8.82K 0.03% 511
2020
Q4 		$479K Sell
9,075
-784
-8% -$35.6K 0.02% 539
2020
Q3 		$404K Buy
9,859
+269
+3% +$12.8K 0.02% 523
2020
Q2 		$497K Buy
9,590
+3,774
+65% +$173K 0.03% 456
2020
Q1 		$194K Buy
5,816
+4,821
+485% +$261K 0.01% 656
2019
Q4 		$66K Sell
995
-56
-5% -$3.66K 0.01% 1053
2019
Q3 		$64K Buy
+1,051
New +$65.5K 0.01% 940

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S
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