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