Envestnet Portfolio Solutions’s Helmerich & Payne HP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,417
Closed -$205K 1659
2024
Q4
$205K Sell
6,417
-420
-6% -$13.4K ﹤0.01% 1681
2024
Q3
$208K Buy
6,837
+206
+3% +$6.27K ﹤0.01% 1638
2024
Q2
$240K Sell
6,631
-2,224
-25% -$80.4K ﹤0.01% 1501
2024
Q1
$372K Buy
8,855
+734
+9% +$30.9K ﹤0.01% 1247
2023
Q4
$294K Buy
8,121
+236
+3% +$8.55K ﹤0.01% 1299
2023
Q3
$332K Buy
+7,885
New +$332K ﹤0.01% 1176