IFP Advisors’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89 | Hold |
9
| – | – | ﹤0.01% | 4754 |
|
|
2025
Q4 | $56 | Sell |
9
-358
| -98% | -$2.38K | ﹤0.01% | 4684 |
|
|
2025
Q3 | $2.41K | Sell |
367
-172
| -32% | -$1.08K | ﹤0.01% | 3626 |
|
|
2025
Q2 | $3.36K | Buy |
+539
| New | +$3.57K | ﹤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 | +$3.04K | ﹤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% | 4222 |
|
|
2022
Q2 | $3K | Hold |
336
| – | – | ﹤0.01% | 3992 |
|
|
2022
Q1 | $3K | Buy |
+336
| New | +$1.38K | ﹤0.01% | 3992 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3953 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3670 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3589 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3448 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3325 |
|
|
2020
Q2 | – | Sell |
-3,825
| Closed | -$10.3K | – | 3190 |
|
|
2020
Q1 | $2K | Buy |
3,825
+105
| +3% | +$692 | ﹤0.01% | 2364 |
|
|
2019
Q4 | $34K | Sell |
3,720
-74,487
| -95% | -$645K | ﹤0.01% | 1405 |
|
|
2019
Q3 | $648K | Buy |
+78,207
| New | +$631K | 0.04% | 424 |
|
|
2019
Q1 | – | Sell |
-3,864
| Closed | -$21K | – | 2807 |
|
|
2018
Q4 | $21K | Buy |
3,864
+3,449
| +831% | +$28.1K | ﹤0.01% | 2104 |
|
|
2018
Q3 | $4K | Buy |
415
+29
| +8% | +$264 | ﹤0.01% | 3293 |
|
|
2018
Q2 | $3K | Hold |
386
| – | – | ﹤0.01% | 3478 |
|
|
2018
Q1 | $3K | Hold |
386
| – | – | ﹤0.01% | 3377 |
|
|
2017
Q4 | $3K | Sell |
386
-62
| -14% | -$439 | ﹤0.01% | 3427 |
|
|
2017
Q3 | $3K | Buy |
448
+286
| +177% | +$1.81K | ﹤0.01% | 3617 |
|
|
2017
Q2 | $1K | Hold |
162
| – | – | ﹤0.01% | 3888 |
|
|
2017
Q1 | $1K | Sell |
162
-3
| -2% | -$24 | ﹤0.01% | 3811 |
|
|
2016
Q4 | $1K | Sell |
165
-106
| -39% | -$1.02K | ﹤0.01% | 3787 |
|
|
2016
Q3 | $2K | Sell |
271
-166
| -38% | -$1.26K | ﹤0.01% | 3578 |
|
|
2016
Q2 | $3K | Buy |
+437
| New | +$3.16K | ﹤0.01% | 3340 |
|
|
2016
Q1 | – | Sell |
-599
| Closed | -$3K | – | 2822 |
|
|
2015
Q4 | $3K | Buy |
+599
| New | +$3.47K | ﹤0.01% | 3183 |
|
Other funds holding HLX
VPM
VCM
