Ownership history in Concorde Financial Corp · 16 quarters on record
This page tracks every 13F SEC filing in which Concorde Financial Corp reported a position in HERSHEY CO (HSY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 17,304 | -167 | -1.0% | 2.70% | $3.5M | $180.79 |
| 2025 Q3 | ADDED | 17,471 | +27 | +0.2% | 1.81% | $3.3M | $184.41 |
| 2025 Q2 | ADDED | 17,444 | +70 | +0.4% | 1.71% | $2.9M | $162.36 |
| 2025 Q1 | ADDED | 17,374 | +838 | +5.1% | 1.64% | $3.0M | $165.93 |
| 2024 Q4 | ADDED | 16,536 | +1,308 | +8.6% | 1.67% | $2.8M | $162.90 |
| 2024 Q3 | REDUCED | 15,228 | -402 | -2.6% | 1.72% | $2.9M | $183.00 |
| 2024 Q2 | ADDED | 15,630 | +12,840 | +460.2% | 1.89% | $2.9M | $174.19 |
| 2024 Q1 | REDUCED | 2,790 | -9,342 | -77.0% | 0.49% | $543K | $183.07 |
| 2023 Q4 | ADDED | 12,132 | +9,342 | +334.8% | 1.55% | $2.3M | $174.24 |
| 2023 Q3 | REDUCED | 2,790 | -8,042 | -74.2% | 0.95% | $558K | $185.85 |
As of 2025 Q4 — sorted by position size