Corient Private Wealth’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
24,104
+2,183
| +10% | +$13.6K | ﹤0.01% | 2371 |
|
|
2025
Q1 | $182K | Sell |
21,921
-347
| -2% | -$2.88K | ﹤0.01% | 2090 |
|
|
2024
Q4 | $208K | Sell |
22,268
-1,769
| -7% | -$16.5K | ﹤0.01% | 2097 |
|
|
2024
Q3 | $267K | Buy |
24,037
+544
| +2% | +$6.04K | ﹤0.01% | 2039 |
|
|
2024
Q2 | $281K | Buy |
23,493
+925
| +4% | +$11K | ﹤0.01% | 1943 |
|
|
2024
Q1 | $245K | Sell |
22,568
-188
| -0.8% | -$2.04K | ﹤0.01% | 1993 |
|
|
2023
Q4 | $234K | Sell |
22,756
-10,201
| -31% | -$105K | ﹤0.01% | 1992 |
|
|
2023
Q3 | $368K | Buy |
32,957
+658
| +2% | +$7.35K | ﹤0.01% | 1640 |
|
|
2023
Q2 | $238K | Buy |
32,299
+10,832
| +50% | +$79.9K | ﹤0.01% | 1791 |
|
|
2023
Q1 | $166K | Buy |
21,467
+6,429
| +43% | +$49.8K | ﹤0.01% | 1812 |
|
|
2022
Q4 | $111K | Buy |
+15,038
| New | +$111K | ﹤0.01% | 1560 |
|