Global Retirement Partners’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $14.2K | Sell |
493
-19
| -4% | -$505 | ﹤0.01% | 3028 |
|
|
2025
Q3 | $11.3K | Sell |
512
-21
| -4% | -$387 | ﹤0.01% | 2650 |
|
|
2025
Q2 | $8.08K | Buy |
+533
| New | +$9.77K | ﹤0.01% | 2706 |
|
|
2024
Q4 | $16K | Sell |
500
-304
| -38% | -$10.3K | ﹤0.01% | 2198 |
|
|
2024
Q3 | $24.5K | Sell |
804
-416
| -34% | -$14.4K | ﹤0.01% | 1895 |
|
|
2024
Q2 | $44.1K | Buy |
1,220
+724
| +146% | +$27.8K | ﹤0.01% | 1607 |
|
|
2024
Q1 | $20.9K | Buy |
496
+3
| +0.6% | +$114 | ﹤0.01% | 1797 |
|
|
2023
Q4 | $16.4K | Buy |
493
+3
| +0.6% | +$116 | ﹤0.01% | 1861 |
|
|
2023
Q3 | $19.1K | Buy |
490
+12
| +3% | +$501 | ﹤0.01% | 1665 |
|
|
2023
Q2 | $16.9K | Sell |
478
-57
| -11% | -$1.94K | ﹤0.01% | 1746 |
|
|
2023
Q1 | $16.6K | Sell |
535
-190
| -26% | -$8.2K | ﹤0.01% | 1718 |
|
|
2022
Q4 | $35.9K | Buy |
725
+248
| +52% | +$11.8K | ﹤0.01% | 1235 |
|
|
2022
Q3 | $24K | Buy |
477
+222
| +87% | +$9.34K | ﹤0.01% | 1314 |
|
|
2022
Q2 | $11K | Buy |
255
+19
| +8% | +$883 | ﹤0.01% | 1592 |
|
|
2022
Q1 | $11K | Buy |
+236
| New | +$8.13K | ﹤0.01% | 1583 |
|
|
2021
Q4 | – | Sell |
-787
| Closed | -$22K | – | 907 |
|
|
2021
Q3 | $22K | Hold |
787
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q2 | $26K | Buy |
787
+1
| +0.1% | +$29 | ﹤0.01% | 1105 |
|
|
2021
Q1 | $21K | Buy |
786
+97
| +14% | +$2.68K | ﹤0.01% | 1092 |
|
|
2020
Q4 | $16K | Buy |
689
+98
| +17% | +$1.9K | ﹤0.01% | 1108 |
|
|
2020
Q3 | $9K | Buy |
591
+167
| +39% | +$2.91K | ﹤0.01% | 1170 |
|
|
2020
Q2 | $8K | Buy |
424
+111
| +35% | +$2.16K | ﹤0.01% | 1166 |
|
|
2020
Q1 | $5K | Buy |
313
+223
| +248% | +$7.86K | ﹤0.01% | 1221 |
|
|
2019
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 1345 |
|
|
2019
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 1285 |
|
|
2019
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 1239 |
|
|
2018
Q4 | $4K | Sell |
90
-99
| -52% | -$6.08K | ﹤0.01% | 1211 |
|
|
2018
Q3 | $13K | Buy |
189
+90
| +91% | +$5.75K | ﹤0.01% | 956 |
|
|
2018
Q2 | $6K | Hold |
99
| – | – | ﹤0.01% | 1156 |
|
|
2018
Q1 | $7K | Hold |
99
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q4 | $6K | Hold |
99
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q3 | $5K | Sell |
99
-3,573
| -97% | -$177K | ﹤0.01% | 1001 |
|
|
2017
Q2 | $200K | Buy |
3,672
+1,312
| +56% | +$76.9K | 0.09% | 202 |
|
|
2017
Q1 | $157K | Buy |
2,360
+2,327
| +7,052% | +$166K | 0.09% | 214 |
|
|
2016
Q4 | $3K | Buy |
+33
| New | +$2.34K | ﹤0.01% | 917 |
|
Other funds holding HP
Global Retirement Partners's HP Position: Q4 2025 in Review
Global Retirement Partners reduced its Helmerich & Payne (HP) stake by 3.7% in Q4 2025, selling an estimated $505 and leaving 493 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.
Global Retirement Partners first reported a position in HP in Q4 2016 and has held it in 35 quarters since. The position peaked at $200K in Q2 2017. 359 funds tracked by Wall St. Rank hold HP as of Q4 2025.
- Global Retirement Partners held 493 shares of Helmerich & Payne worth $14.2K as of Q4 2025.
- Global Retirement Partners sold 19 Helmerich & Payne shares in Q4 2025, an estimated $505.
- Helmerich & Payne made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3028 holding.
- Global Retirement Partners first reported a position in Helmerich & Payne in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's Helmerich & Payne position peaked at $200K in Q2 2017.
- 359 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.