Sowell Financial Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
14,241
+1,245
| +10% | +$207K | 0.1% | 217 |
|
|
2025
Q1 | $2.22M | Buy |
12,996
+2,618
| +25% | +$448K | 0.1% | 214 |
|
|
2024
Q4 | $1.76M | Buy |
+10,378
| New | +$1.76M | 0.09% | 235 |
|
|
2023
Q2 | – | Sell |
-1,099
| Closed | -$280K | – | 666 |
|
|
2023
Q1 | $280K | Buy |
+1,099
| New | +$280K | 0.02% | 582 |
|
|
2021
Q2 | – | Sell |
-290
| Closed | -$49K | – | 1496 |
|
|
2021
Q1 | $49K | Buy |
290
+150
| +107% | +$25.3K | ﹤0.01% | 1666 |
|
|
2020
Q4 | $21K | Sell |
140
-3
| -2% | -$450 | ﹤0.01% | 1721 |
|
|
2020
Q3 | $21K | Sell |
143
-3
| -2% | -$441 | ﹤0.01% | 1539 |
|
|
2020
Q2 | $19K | Buy |
146
+34
| +30% | +$4.43K | ﹤0.01% | 1479 |
|
|
2020
Q1 | $15K | Sell |
112
-3,261
| -97% | -$437K | ﹤0.01% | 1477 |
|
|
2019
Q4 | $496K | Sell |
3,373
-1,457
| -30% | -$214K | 0.04% | 451 |
|
|
2019
Q3 | $749K | Buy |
+4,830
| New | +$749K | 0.06% | 306 |
|
|
2017
Q1 | – | Sell |
-236
| Closed | -$26K | – | 402 |
|
|
2016
Q4 | $26K | Buy |
+236
| New | +$26K | 0.01% | 397 |
|