Allworth Financial’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31K | Buy |
370
+189
| +104% | +$1.18K | ﹤0.01% | 3630 |
|
|
2025
Q1 | $1.19K | Hold |
181
| – | – | ﹤0.01% | 3401 |
|
|
2024
Q4 | $1.57K | Hold |
181
| – | – | ﹤0.01% | 3232 |
|
|
2024
Q3 | $2.01K | Hold |
181
| – | – | ﹤0.01% | 2967 |
|
|
2024
Q2 | $2.28K | Hold |
181
| – | – | ﹤0.01% | 2866 |
|
|
2024
Q1 | $1.96K | Sell |
181
-46
| -20% | -$499 | ﹤0.01% | 2817 |
|
|
2023
Q4 | $2.33K | Hold |
227
| – | – | ﹤0.01% | 2613 |
|
|
2023
Q3 | $2.54K | Hold |
227
| – | – | ﹤0.01% | 2422 |
|
|
2023
Q2 | $1.68K | Hold |
227
| – | – | ﹤0.01% | 2551 |
|
|
2023
Q1 | $1.76K | Hold |
227
| – | – | ﹤0.01% | 2459 |
|
|
2022
Q4 | $1.68K | Hold |
227
| – | – | ﹤0.01% | 2305 |
|
|
2022
Q3 | $1K | Buy |
+227
| New | +$1K | ﹤0.01% | 2396 |
|