EverSource Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25K Buy
1,647
+1,582
+2,434% +$24K ﹤0.01% 2116
2025
Q1
$1.7K Sell
65
-388
-86% -$10.1K ﹤0.01% 2994
2024
Q4
$14.5K Sell
453
-214
-32% -$6.85K ﹤0.01% 1809
2024
Q3
$20.3K Buy
667
+126
+23% +$3.83K ﹤0.01% 1477
2024
Q2
$21.9K Buy
541
+20
+4% +$808 ﹤0.01% 1464
2024
Q1
$20.5K Sell
521
-69
-12% -$2.71K ﹤0.01% 1350
2023
Q4
$21.4K Buy
590
+153
+35% +$5.54K ﹤0.01% 1206
2023
Q3
$18.4K Hold
437
﹤0.01% 1157
2023
Q2
$15.5K Buy
437
+363
+491% +$12.9K ﹤0.01% 1246
2023
Q1
$2.65K Sell
74
-153
-67% -$5.47K ﹤0.01% 1850
2022
Q4
$11.3K Sell
227
-71
-24% -$3.52K ﹤0.01% 1287
2022
Q3
$11K Buy
298
+97
+48% +$3.58K ﹤0.01% 1097
2022
Q2
$9K Buy
201
+53
+36% +$2.37K ﹤0.01% 1067
2022
Q1
$6K Buy
148
+74
+100% +$3K ﹤0.01% 1180
2021
Q4
$2K Buy
+74
New +$2K ﹤0.01% 1556