Summit Financial Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.02M | Sell |
5,225
-225
| -4% | -$43.8K | 0.36% | 84 |
|
|
2023
Q4 | $1.02M | Hold |
5,450
| – | – | 0.39% | 74 |
|
|
2023
Q3 | $1.09M | Hold |
5,450
| – | – | 0.46% | 64 |
|
|
2023
Q2 | $1.36M | Sell |
5,450
-600
| -10% | -$150K | 0.53% | 54 |
|
|
2023
Q1 | $1.54M | Hold |
6,050
| – | – | 0.58% | 49 |
|
|
2022
Q4 | $1.4M | Sell |
6,050
-25
| -0.4% | -$5.79K | 0.56% | 49 |
|
|
2022
Q3 | $1.34M | Hold |
6,075
| – | – | 0.56% | 48 |
|
|
2022
Q2 | $1.31M | Sell |
6,075
-750
| -11% | -$161K | 0.5% | 54 |
|
|
2022
Q1 | $1.48M | Hold |
6,825
| – | – | 0.5% | 55 |
|
|
2021
Q4 | $1.32M | Hold |
6,825
| – | – | 0.43% | 67 |
|
|
2021
Q3 | $1.16M | Hold |
6,825
| – | – | 0.42% | 65 |
|
|
2021
Q2 | $1.19M | Hold |
6,825
| – | – | 0.44% | 66 |
|
|
2021
Q1 | $1.08M | Hold |
6,825
| – | – | 0.45% | 60 |
|
|
2020
Q4 | $1.04M | Buy |
6,825
+300
| +5% | +$45.7K | 0.46% | 61 |
|
|
2020
Q3 | $935K | Hold |
6,525
| – | – | 0.46% | 64 |
|
|
2020
Q2 | $846K | Hold |
6,525
| – | – | 0.44% | 62 |
|
|
2020
Q1 | $865K | Hold |
6,525
| – | – | 0.52% | 55 |
|
|
2019
Q4 | $959K | Hold |
6,525
| – | – | 0.46% | 55 |
|
|
2019
Q3 | $1.01M | Hold |
6,525
| – | – | 0.51% | 51 |
|
|
2019
Q2 | $875K | Hold |
6,525
| – | – | 0.4% | 69 |
|
|
2019
Q1 | $749K | Sell |
6,525
-300
| -4% | -$34.4K | 0.59% | 56 |
|
|
2018
Q4 | $732K | Hold |
6,825
| – | – | 0.62% | 54 |
|
|
2018
Q3 | $696K | Hold |
6,825
| – | – | 0.52% | 59 |
|
|
2018
Q2 | $635K | Hold |
6,825
| – | – | 0.49% | 61 |
|
|
2018
Q1 | $675K | Hold |
6,825
| – | – | 0.53% | 60 |
|
|
2017
Q4 | $775K | Sell |
6,825
-200
| -3% | -$22.7K | 0.63% | 53 |
|
|
2017
Q3 | $767K | Sell |
7,025
-1,375
| -16% | -$150K | 0.64% | 52 |
|
|
2017
Q2 | $902K | Buy |
+8,400
| New | +$902K | 0.78% | 46 |
|