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Sowell Financial Services LLC → HSY
Sowell Financial Services LLC HSY Position History
The Hershey Company • Consumer Defensive
Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q1 2026 | $3.1M |
| Q2 2026 | $2.9M |
| Q3 2026 | $3M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 18.7K | — | — |
| Q3 2026 | $3M | 18.7K | — | — |
| Q2 2026 | $2.9M | 16.7K | — | — |
| Q1 2026 | $3.1M | 14.7K | — | — |
| Q4 2025 | $2.6M | 14.1K | — | — |
Other funds holding HSY
$3.3B
$3.2B
$3.1B
$1.5B
$1.4B
$1.3B
$1.3B