Clearstead Advisors’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 | $66.4K | Hold |
4,377
| – | – | ﹤0.01% | 1189 |
|
|
2025
Q1 | $114K | Hold |
4,377
| – | – | ﹤0.01% | 958 |
|
|
2024
Q4 | $140K | Hold |
4,377
| – | – | ﹤0.01% | 932 |
|
|
2024
Q3 | $133K | Hold |
4,377
| – | – | ﹤0.01% | 960 |
|
|
2024
Q2 | $158K | Buy |
+4,377
| New | +$158K | ﹤0.01% | 888 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$36.2K | – | 1580 |
|
|
2023
Q4 | $36.2K | Sell |
1,000
-1,170
| -54% | -$42.4K | ﹤0.01% | 816 |
|
|
2023
Q3 | $91.5K | Buy |
2,170
+1,170
| +117% | +$49.3K | ﹤0.01% | 747 |
|
|
2023
Q2 | $35.5K | Buy |
+1,000
| New | +$35.5K | ﹤0.01% | 797 |
|