Evergreen Capital Management’s Helmerich & Payne HP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$819K	Sell	22,743 -16,854	-43%	-$575K	0.02%	557
2025 Q4	$1.14M	Sell	39,597 -1,354	-3%	-$36K	0.03%	436
2025 Q3	$905K	Sell	40,951 -5,666	-12%	-$104K	0.02%	433
2025 Q2	$707K	Buy	46,617 +18,287	+65%	+$335K	0.02%	444
2025 Q1	$740K	Buy	28,330 +6,709	+31%	+$195K	0.02%	388
2024 Q4	$692K	Sell	21,621 -432	-2%	-$14.7K	0.02%	411
2024 Q3	$671K	Sell	22,053 -966	-4%	-$33.4K	0.02%	419
2024 Q2	$832K	Sell	23,019 -673	-3%	-$25.9K	0.03%	341
2024 Q1	$996K	Buy	23,692 +1,118	+5%	+$42.3K	0.04%	294
2023 Q4	$818K	Buy	22,574 +13,119	+139%	+$507K	0.03%	312
2023 Q3	$399K	Buy	9,455 +860	+10%	+$35.9K	0.02%	449
2023 Q2	$305K	Buy	8,595 +801	+10%	+$27.3K	0.01%	544
2023 Q1	$279K	Buy	7,794 +624	+9%	+$26.9K	0.01%	535
2022 Q4	$355K	Sell	7,170 -861	-11%	-$41K	0.02%	431
2022 Q3	$297K	Buy	8,031 +1,749	+28%	+$73.6K	0.02%	451
2022 Q2	$271K	Sell	6,282 -53,834	-90%	-$2.5M	0.01%	448
2022 Q1	$2.57M	Buy	+60,116	New	+$2.07M	0.1%	205