Evergreen Capital Management’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 | $707K | Buy |
46,617
+18,287
| +65% | +$277K | 0.02% | 443 |
|
2025
Q1 | $740K | Buy |
28,330
+6,709
| +31% | +$175K | 0.02% | 388 |
|
2024
Q4 | $692K | Sell |
21,621
-432
| -2% | -$13.8K | 0.02% | 411 |
|
2024
Q3 | $671K | Sell |
22,053
-966
| -4% | -$29.4K | 0.02% | 419 |
|
2024
Q2 | $832K | Sell |
23,019
-673
| -3% | -$24.3K | 0.03% | 341 |
|
2024
Q1 | $996K | Buy |
23,692
+1,118
| +5% | +$47K | 0.04% | 294 |
|
2023
Q4 | $818K | Buy |
22,574
+13,119
| +139% | +$475K | 0.03% | 312 |
|
2023
Q3 | $399K | Buy |
9,455
+860
| +10% | +$36.3K | 0.02% | 449 |
|
2023
Q2 | $305K | Buy |
8,595
+801
| +10% | +$28.4K | 0.01% | 544 |
|
2023
Q1 | $279K | Buy |
7,794
+624
| +9% | +$22.3K | 0.01% | 535 |
|
2022
Q4 | $355K | Sell |
7,170
-861
| -11% | -$42.7K | 0.02% | 431 |
|
2022
Q3 | $297K | Buy |
8,031
+1,749
| +28% | +$64.7K | 0.02% | 450 |
|
2022
Q2 | $271K | Sell |
6,282
-53,834
| -90% | -$2.32M | 0.01% | 447 |
|
2022
Q1 | $2.57M | Buy |
+60,116
| New | +$2.57M | 0.1% | 205 |
|