CAPTRUST Financial Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $877K | Buy |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $619K | Buy |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $141K | Sell |
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|
2020
Q3 | $85K | Sell |
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|
2020
Q2 | $140K | Buy |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $49K | Sell |
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|
2019
Q2 | $65K | Buy |
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|
2019
Q1 | $70K | Hold |
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|
2018
Q4 | $61K | Buy |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $791K | Buy |
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