Avalon Investment & Advisory’s Helmerich & Payne HP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,935
Closed -$245K 320
2022
Q4
$245K Buy
+4,935
New +$245K 0.01% 294
2017
Q2
Sell
-16,406
Closed -$1.09M 397
2017
Q1
$1.09M Buy
16,406
+8,869
+118% +$590K 0.04% 243
2016
Q4
$583K Buy
+7,537
New +$583K 0.02% 278