United Capital 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 | $872K | Sell |
6,297
-366
| -5% | -$50.7K | 0.01% | 619 |
|
|
2025
Q1 | $1.06M | Buy |
6,663
+309
| +5% | +$49.4K | 0.01% | 548 |
|
|
2024
Q4 | $845K | Buy |
6,354
+1,337
| +27% | +$178K | 0.01% | 590 |
|
|
2024
Q3 | $681K | Sell |
5,017
-1,089
| -18% | -$148K | 0.01% | 647 |
|
|
2024
Q2 | $901K | Sell |
6,106
-301
| -5% | -$44.4K | 0.01% | 545 |
|
|
2024
Q1 | $978K | Buy |
6,407
+205
| +3% | +$31.3K | 0.01% | 561 |
|
|
2023
Q4 | $894K | Buy |
+6,202
| New | +$894K | 0.01% | 579 |
|
|
2020
Q1 | – | Sell |
-14,061
| Closed | -$939K | – | 1258 |
|
|
2019
Q4 | $939K | Buy |
+14,061
| New | +$939K | 0.01% | 799 |
|
|
2019
Q3 | – | Sell |
-11,987
| Closed | -$762K | – | 1371 |
|
|
2019
Q2 | $762K | Buy |
11,987
+2,621
| +28% | +$167K | 0.01% | 892 |
|
|
2019
Q1 | $564K | Buy |
9,366
+2,452
| +35% | +$148K | ﹤0.01% | 935 |
|
|
2018
Q4 | $280K | Buy |
6,914
+1,847
| +36% | +$74.8K | ﹤0.01% | 1088 |
|
|
2018
Q3 | $363K | Sell |
5,067
-1,068
| -17% | -$76.5K | ﹤0.01% | 1042 |
|
|
2018
Q2 | $410K | Sell |
6,135
-908
| -13% | -$60.7K | ﹤0.01% | 983 |
|
|
2018
Q1 | $357K | Sell |
7,043
-1,163
| -14% | -$59K | ﹤0.01% | 1037 |
|
|
2017
Q4 | $397K | Buy |
8,206
+19
| +0.2% | +$919 | ﹤0.01% | 1028 |
|
|
2017
Q3 | $384K | Buy |
8,187
+196
| +2% | +$9.19K | ﹤0.01% | 1037 |
|
|
2017
Q2 | $351K | Sell |
7,991
-5,770
| -42% | -$253K | ﹤0.01% | 1025 |
|
|
2017
Q1 | $663K | Sell |
13,761
-4,114
| -23% | -$198K | 0.01% | 847 |
|
|
2016
Q4 | $1.11M | Sell |
17,875
-1,318
| -7% | -$82.1K | 0.01% | 728 |
|
|
2016
Q3 | $1.03M | Sell |
19,193
-445
| -2% | -$23.9K | 0.01% | 764 |
|
|
2016
Q2 | $1.18M | Sell |
19,638
-2,690
| -12% | -$161K | 0.01% | 689 |
|
|
2016
Q1 | $1.18M | Buy |
22,328
+372
| +2% | +$19.6K | 0.01% | 664 |
|
|
2015
Q4 | $1.06M | Sell |
21,956
-2,957
| -12% | -$143K | 0.01% | 680 |
|
|
2015
Q3 | $1.25M | Sell |
24,913
-2,060
| -8% | -$103K | 0.02% | 633 |
|
|
2015
Q2 | $1.8M | Sell |
26,973
-162
| -0.6% | -$10.8K | 0.02% | 592 |
|
|
2015
Q1 | $2.09M | Buy |
27,135
+5,401
| +25% | +$415K | 0.03% | 542 |
|
|
2014
Q4 | $1.6M | Buy |
21,734
+422
| +2% | +$31.1K | 0.02% | 528 |
|
|
2014
Q3 | $2.01M | Sell |
21,312
-607
| -3% | -$57.2K | 0.03% | 438 |
|
|
2014
Q2 | $2.17M | Sell |
21,919
-1,363
| -6% | -$135K | 0.04% | 401 |
|
|
2014
Q1 | $1.93M | Buy |
23,282
+1,651
| +8% | +$137K | 0.04% | 364 |
|
|
2013
Q4 | $1.8M | Sell |
21,631
-2,713
| -11% | -$225K | 0.06% | 254 |
|
|
2013
Q3 | $1.88M | Sell |
24,344
-104
| -0.4% | -$8.04K | 0.06% | 261 |
|
|
2013
Q2 | $1.63M | Buy |
+24,448
| New | +$1.63M | 0.04% | 334 |
|