Allworth Financial’s Helmerich & Payne HP Stock Holding History

Allworth Financial’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.22K	Buy	278 +3	+1%	+$46	﹤0.01%	3344
2025 Q1	$5.56K	Sell	275 -12	-4%	-$243	﹤0.01%	2693
2024 Q4	$10.2K	Sell	287 -35	-11%	-$1.25K	﹤0.01%	2422
2024 Q3	$9.79K	Sell	322 -486	-60%	-$14.8K	﹤0.01%	2265
2024 Q2	$30.9K	Buy	808 +113	+16%	+$4.32K	﹤0.01%	1607
2024 Q1	$29.2K	Buy	695 +148	+27%	+$6.23K	﹤0.01%	1549
2023 Q4	$19.8K	Hold	547	–	–	﹤0.01%	1658
2023 Q3	$23.1K	Buy	547 +14	+3%	+$590	﹤0.01%	1432
2023 Q2	$18.9K	Buy	533 +331	+164%	+$11.7K	﹤0.01%	1574
2023 Q1	$7.22K	Buy	202 +106	+110%	+$3.79K	﹤0.01%	1899
2022 Q4	$4.76K	Buy	96 +29	+43%	+$1.44K	﹤0.01%	1912
2022 Q3	$2K	Buy	67 +3	+5%	+$90	﹤0.01%	2152
2022 Q2	$3K	Buy	64 +4	+7%	+$188	﹤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	+$4K	﹤0.01%	466