Creative Planning’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $118K | Sell |
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|
2024
Q3 | $187K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $76K | Sell |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $765K | Buy |
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|
2017
Q1 | $889K | Buy |
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|
2016
Q4 | $227K | Sell |
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|
2016
Q3 | $682K | Buy |
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|
2016
Q2 | $169K | Buy |
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|
2016
Q1 | $10K | Buy |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $15K | Hold |
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|
2014
Q4 | $22K | Hold |
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|
2014
Q3 | $23K | Sell |
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|
2014
Q2 | $682K | Buy |
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|
2014
Q1 | $21K | Hold |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $23K | Buy |
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|
2013
Q2 | $5K | Buy |
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