IFP Advisors’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36K | Buy |
+539
| New | +$3.36K | ﹤0.01% | 3635 |
|
|
2025
Q1 | – | Hold |
0
| – | -$233 | – | 4495 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3657 |
|
|
2023
Q4 | – | Sell |
-315
| Closed | -$3.52K | – | 3186 |
|
|
2023
Q3 | $3.52K | Buy |
+315
| New | +$3.52K | ﹤0.01% | 2644 |
|
|
2023
Q1 | – | Sell |
-336
| Closed | -$3K | – | 3855 |
|
|
2022
Q4 | $3K | Hold |
336
| – | – | ﹤0.01% | 4013 |
|
|
2022
Q3 | $3K | Hold |
336
| – | – | ﹤0.01% | 4223 |
|
|
2022
Q2 | $3K | Hold |
336
| – | – | ﹤0.01% | 3993 |
|
|
2022
Q1 | $3K | Buy |
+336
| New | +$3K | ﹤0.01% | 3993 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3885 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3625 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3534 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3408 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3285 |
|
|
2020
Q2 | – | Sell |
-3,825
| Closed | -$2K | – | 3151 |
|
|
2020
Q1 | $2K | Buy |
3,825
+105
| +3% | +$55 | ﹤0.01% | 2329 |
|
|
2019
Q4 | $34K | Sell |
3,720
-74,487
| -95% | -$681K | ﹤0.01% | 1405 |
|
|
2019
Q3 | $648K | Buy |
+78,207
| New | +$648K | 0.04% | 424 |
|
|
2019
Q1 | – | Sell |
-3,864
| Closed | -$21K | – | 2783 |
|
|
2018
Q4 | $21K | Buy |
3,864
+3,449
| +831% | +$18.7K | ﹤0.01% | 2078 |
|
|
2018
Q3 | $4K | Buy |
415
+29
| +8% | +$280 | ﹤0.01% | 3253 |
|
|
2018
Q2 | $3K | Hold |
386
| – | – | ﹤0.01% | 3428 |
|
|
2018
Q1 | $3K | Hold |
386
| – | – | ﹤0.01% | 3377 |
|
|
2017
Q4 | $3K | Sell |
386
-62
| -14% | -$482 | ﹤0.01% | 3376 |
|
|
2017
Q3 | $3K | Buy |
448
+286
| +177% | +$1.92K | ﹤0.01% | 3577 |
|
|
2017
Q2 | $1K | Hold |
162
| – | – | ﹤0.01% | 3854 |
|
|
2017
Q1 | $1K | Sell |
162
-3
| -2% | -$19 | ﹤0.01% | 3776 |
|
|
2016
Q4 | $1K | Sell |
165
-106
| -39% | -$642 | ﹤0.01% | 3759 |
|
|
2016
Q3 | $2K | Sell |
271
-166
| -38% | -$1.23K | ﹤0.01% | 3561 |
|
|
2016
Q2 | $3K | Buy |
+437
| New | +$3K | ﹤0.01% | 3328 |
|
|
2016
Q1 | – | Sell |
-599
| Closed | -$3K | – | 2826 |
|
|
2015
Q4 | $3K | Buy |
+599
| New | +$3K | ﹤0.01% | 3167 |
|