Byrne Asset Management’s Helix Energy Solutions HLX Stock Holding History

Byrne Asset Management’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75K	Hold	200	–	–	﹤0.01%	553
2026 Q1	$1.98K	Hold	200	–	–	﹤0.01%	525
2025 Q4	$1.25K	Hold	200	–	–	﹤0.01%	527
2025 Q3	$1.31K	Hold	200	–	–	﹤0.01%	528
2025 Q2	$1.25K	Hold	200	–	–	﹤0.01%	519
2025 Q1	$1.66K	Sell	200 -400	-67%	-$3.37K	﹤0.01%	525
2024 Q4	$5.59K	Hold	600	–	–	﹤0.01%	446
2024 Q3	$6.66K	Hold	600	–	–	﹤0.01%	435
2024 Q2	$6.88K	Hold	600	–	–	﹤0.01%	416
2024 Q1	$6.5K	Hold	600	–	–	﹤0.01%	418
2023 Q4	$6.33K	Hold	600	–	–	﹤0.01%	396
2023 Q3	$7K	Sell	600 -100	-14%	-$963	0.01%	373
2023 Q2	$5K	Sell	700 -200	-22%	-$1.42K	﹤0.01%	463
2023 Q1	$7K	Sell	900 -300	-25%	-$2.34K	0.01%	423
2022 Q4	$8.86K	Sell	1,200 -600	-33%	-$3.6K	0.01%	383
2022 Q3	$7K	Buy	+1,800	New	+$6.83K	0.01%	378

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Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return