JFS Wealth Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.39K | Buy |
134
+34
| +34% | +$1.27K | ﹤0.01% | 1329 |
|
|
2026
Q1 | $3.6K | Buy |
100
+8
| +9% | +$273 | ﹤0.01% | 1309 |
|
|
2025
Q4 | $2.64K | Buy |
+92
| New | +$2.44K | ﹤0.01% | 1462 |
|
|
2025
Q2 | – | Sell |
-45
| Closed | -$1.18K | – | 1918 |
|
|
2025
Q1 | $1.18K | Sell |
45
-46
| -51% | -$1.34K | ﹤0.01% | 1617 |
|
|
2024
Q4 | $2.91K | Buy |
91
+14
| +18% | +$475 | ﹤0.01% | 1331 |
|
|
2024
Q3 | $2.34K | Sell |
77
-1
| -1% | -$35 | ﹤0.01% | 1416 |
|
|
2024
Q2 | $2.82K | Hold |
78
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q1 | $3.28K | Sell |
78
-17
| -18% | -$643 | ﹤0.01% | 1262 |
|
|
2023
Q4 | $3.44K | Sell |
95
-4
| -4% | -$155 | ﹤0.01% | 1209 |
|
|
2023
Q3 | $4.17K | Buy |
99
+10
| +11% | +$418 | ﹤0.01% | 1066 |
|
|
2023
Q2 | $3.16K | Sell |
89
-4
| -4% | -$136 | ﹤0.01% | 1206 |
|
|
2023
Q1 | $3.33K | Sell |
93
-16
| -15% | -$690 | ﹤0.01% | 1153 |
|
|
2022
Q4 | $5.4K | Hold |
109
| – | – | ﹤0.01% | 965 |
|
|
2022
Q3 | $4K | Sell |
109
-36
| -25% | -$1.51K | ﹤0.01% | 1066 |
|
|
2022
Q2 | $6K | Buy |
145
+53
| +58% | +$2.46K | ﹤0.01% | 934 |
|
|
2022
Q1 | $4K | Buy |
92
+56
| +156% | +$1.93K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $1K | Buy |
+36
| New | +$1.03K | ﹤0.01% | 1396 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$1K | – | 505 |
|
|
2018
Q1 | $1K | Buy |
+12
| New | +$809 | ﹤0.01% | 499 |
|
|
2017
Q2 | – | Sell |
-180
| Closed | -$14K | – | 426 |
|
|
2017
Q1 | $14K | Hold |
180
| – | – | ﹤0.01% | 333 |
|
|
2016
Q4 | $14K | Hold |
180
| – | – | ﹤0.01% | 333 |
|
|
2016
Q3 | $12K | Hold |
180
| – | – | ﹤0.01% | 365 |
|
|
2016
Q2 | $12K | Hold |
180
| – | – | ﹤0.01% | 371 |
|
|
2016
Q1 | $11K | Sell |
180
-247
| -58% | -$13.1K | ﹤0.01% | 381 |
|
|
2015
Q4 | $23K | Buy |
427
+402
| +1,608% | +$22.2K | 0.01% | 313 |
|
|
2015
Q3 | $1K | Buy |
+25
| New | +$1.42K | ﹤0.01% | 455 |
|
Other funds holding HP
WCM
MNBTD
FIM
OW
GPWM
GI
EB
VCM
MPWT
KTC