Bleakley Financial Group’s Helix Energy Solutions HLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Buy	+20,408	New	+$174K	﹤0.01%	759
2025 Q1	–	Sell	-12,571	Closed	-$117K	–	711
2024 Q4	$117K	Sell	12,571 -1,336	-10%	-$13.4K	﹤0.01%	983
2024 Q3	$154K	Sell	13,907 -1,583	-10%	-$17.4K	﹤0.01%	946
2024 Q2	$185K	Buy	15,490 +451	+3%	+$5.03K	0.01%	905
2024 Q1	$163K	Buy	15,039 +1,391	+10%	+$13.5K	﹤0.01%	907
2023 Q4	$140K	Sell	13,648 -430	-3%	-$4.27K	﹤0.01%	876
2023 Q3	$157K	Sell	14,078 -1,737	-11%	-$16.7K	0.01%	813
2023 Q2	$117K	Sell	15,815 -7,931	-33%	-$56.4K	﹤0.01%	871
2023 Q1	$184K	Sell	23,746 -1,268	-5%	-$9.91K	0.01%	832
2022 Q4	$185K	Buy	+25,014	New	+$150K	0.01%	807