Geneos Wealth 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 | $20.4K | Buy |
1,343
+1,171
| +681% | +$17.8K | ﹤0.01% | 2023 |
|
|
2025
Q1 | $4.49K | Sell |
172
-364
| -68% | -$9.51K | ﹤0.01% | 2779 |
|
|
2024
Q4 | $17.2K | Hold |
536
| – | – | ﹤0.01% | 1806 |
|
|
2024
Q3 | $16.3K | Buy |
+536
| New | +$16.3K | ﹤0.01% | 1635 |
|
|
2024
Q2 | – | Sell |
-24
| Closed | -$1.01K | – | 2118 |
|
|
2024
Q1 | $1.01K | Buy |
+24
| New | +$1.01K | ﹤0.01% | 2018 |
|
|
2022
Q3 | – | Sell |
-165
| Closed | -$7K | – | 2268 |
|
|
2022
Q2 | $7K | Hold |
165
| – | – | ﹤0.01% | 2082 |
|
|
2022
Q1 | $7K | Sell |
165
-2,820
| -94% | -$120K | ﹤0.01% | 2222 |
|
|
2021
Q4 | $70K | Hold |
2,985
| – | – | ﹤0.01% | 1324 |
|
|
2021
Q3 | $85K | Hold |
2,985
| – | – | ﹤0.01% | 1236 |
|
|
2021
Q2 | $99K | Buy |
2,985
+420
| +16% | +$13.9K | ﹤0.01% | 1170 |
|
|
2021
Q1 | $65K | Hold |
2,565
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q4 | $72K | Hold |
2,565
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q3 | $36K | Hold |
2,565
| – | – | ﹤0.01% | 1384 |
|
|
2020
Q2 | $47K | Buy |
2,565
+1,000
| +64% | +$18.3K | ﹤0.01% | 1240 |
|
|
2020
Q1 | $26K | Sell |
1,565
-3,501
| -69% | -$58.2K | ﹤0.01% | 1398 |
|
|
2019
Q4 | $225K | Sell |
5,066
-20
| -0.4% | -$888 | 0.01% | 659 |
|
|
2019
Q3 | $206K | Buy |
5,086
+400
| +9% | +$16.2K | 0.01% | 654 |
|
|
2019
Q2 | $237K | Hold |
4,686
| – | – | 0.01% | 611 |
|
|
2019
Q1 | $260K | Buy |
4,686
+1,006
| +27% | +$55.8K | 0.02% | 569 |
|
|
2018
Q4 | $175K | Sell |
3,680
-1,322
| -26% | -$62.9K | 0.01% | 643 |
|
|
2018
Q3 | $343K | Buy |
5,002
+922
| +23% | +$63.2K | 0.02% | 475 |
|
|
2018
Q2 | $260K | Hold |
4,080
| – | – | 0.02% | 492 |
|
|
2018
Q1 | $271K | Hold |
4,080
| – | – | 0.02% | 451 |
|
|
2017
Q4 | $263K | Hold |
4,080
| – | – | 0.02% | 461 |
|
|
2017
Q3 | $212K | Sell |
4,080
-550
| -12% | -$28.6K | 0.02% | 494 |
|
|
2017
Q2 | $251K | Hold |
4,630
| – | – | 0.03% | 436 |
|
|
2017
Q1 | $308K | Buy |
4,630
+460
| +11% | +$30.6K | 0.03% | 382 |
|
|
2016
Q4 | $322K | Sell |
4,170
-650
| -13% | -$50.2K | 0.04% | 349 |
|
|
2016
Q3 | $324K | Hold |
4,820
| – | – | 0.04% | 340 |
|
|
2016
Q2 | $330K | Hold |
4,820
| – | – | 0.05% | 323 |
|
|
2016
Q1 | $272K | Buy |
+4,820
| New | +$272K | 0.04% | 361 |
|