Cerity Partners’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
12,490
+2,937
| +31% | +$44.5K | ﹤0.01% | 2371 |
|
|
2025
Q1 | $250K | Sell |
9,553
-824
| -8% | -$21.5K | ﹤0.01% | 2107 |
|
|
2024
Q4 | $317K | Sell |
10,377
-3,580
| -26% | -$109K | ﹤0.01% | 2007 |
|
|
2024
Q3 | $425K | Buy |
13,957
+5,642
| +68% | +$172K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $301K | Sell |
8,315
-4,801
| -37% | -$174K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $552K | Buy |
+13,116
| New | +$552K | ﹤0.01% | 1554 |
|
|
2018
Q2 | – | Sell |
-7,337
| Closed | -$488K | – | 556 |
|
|
2018
Q1 | $488K | Sell |
7,337
-611
| -8% | -$40.6K | 0.04% | 338 |
|
|
2017
Q4 | $514K | Sell |
7,948
-459
| -5% | -$29.7K | 0.03% | 335 |
|
|
2017
Q3 | $438K | Sell |
8,407
-75,011
| -90% | -$3.91M | 0.03% | 344 |
|
|
2017
Q2 | $2.56M | Buy |
83,418
+77,584
| +1,330% | +$2.38M | 0.21% | 92 |
|
|
2017
Q1 | $388K | Buy |
+5,834
| New | +$388K | 0.03% | 288 |
|