Allworth Financial’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.8K | Buy |
2,297
+1,717
| +296% | +$58.6K | ﹤0.01% | 1964 |
|
|
2025
Q4 | $16.6K | Buy |
580
+42
| +8% | +$1.12K | ﹤0.01% | 2929 |
|
|
2025
Q3 | $11.9K | Buy |
538
+260
| +94% | +$4.79K | ﹤0.01% | 3029 |
|
|
2025
Q2 | $4.22K | Buy |
278
+3
| +1% | +$55 | ﹤0.01% | 3352 |
|
|
2025
Q1 | $5.56K | Sell |
275
-12
| -4% | -$349 | ﹤0.01% | 2700 |
|
|
2024
Q4 | $10.2K | Sell |
287
-35
| -11% | -$1.19K | ﹤0.01% | 2427 |
|
|
2024
Q3 | $9.79K | Sell |
322
-486
| -60% | -$16.8K | ﹤0.01% | 2267 |
|
|
2024
Q2 | $30.9K | Buy |
808
+113
| +16% | +$4.34K | ﹤0.01% | 1607 |
|
|
2024
Q1 | $29.2K | Buy |
695
+148
| +27% | +$5.6K | ﹤0.01% | 1549 |
|
|
2023
Q4 | $19.8K | Hold |
547
| – | – | ﹤0.01% | 1658 |
|
|
2023
Q3 | $23.1K | Buy |
547
+14
| +3% | +$585 | ﹤0.01% | 1432 |
|
|
2023
Q2 | $18.9K | Buy |
533
+331
| +164% | +$11.3K | ﹤0.01% | 1574 |
|
|
2023
Q1 | $7.22K | Buy |
202
+106
| +110% | +$4.57K | ﹤0.01% | 1899 |
|
|
2022
Q4 | $4.76K | Buy |
96
+29
| +43% | +$1.38K | ﹤0.01% | 1912 |
|
|
2022
Q3 | $2K | Buy |
67
+3
| +5% | +$126 | ﹤0.01% | 2153 |
|
|
2022
Q2 | $3K | Buy |
64
+4
| +7% | +$186 | ﹤0.01% | 1899 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 1714 |
|
|
2021
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1828 |
|
|
2021
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1372 |
|
|
2021
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 1264 |
|
|
2020
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1098 |
|
|
2020
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1142 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 848 |
|
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 819 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 750 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 762 |
|
|
2018
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 680 |
|
|
2018
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 687 |
|
|
2018
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 672 |
|
|
2018
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 615 |
|
|
2017
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 588 |
|
|
2017
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 633 |
|
|
2017
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 634 |
|
|
2017
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 562 |
|
|
2016
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 488 |
|
|
2016
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 528 |
|
|
2016
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 486 |
|
|
2016
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 473 |
|
|
2015
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 501 |
|
|
2015
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 494 |
|
|
2015
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 459 |
|
|
2015
Q1 | $4K | Buy |
+60
| New | +$3.93K | ﹤0.01% | 466 |
|
Other funds holding HP
VPM
VCM
