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Key Financial Inc’s Helmerich & Payne HP Stock Holding History

Key Financial Inc’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-64
Closed -$2.31K – 1395
2026
Q1 		$2.31K Hold
64
– – ﹤0.01% 1156
2025
Q4 		$1.84K Hold
64
– – ﹤0.01% 1184
2025
Q3 		$1.48K Hold
64
– – ﹤0.01% 1229
2025
Q2 		$970 Hold
64
– – ﹤0.01% 1269
2025
Q1 		$1.67K Hold
64
– – ﹤0.01% 1161
2024
Q4 		$2.05K Buy
+64
New +$2.17K ﹤0.01% 1148

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Key Financial Inc's HP Position: Q2 2026 in Review

Key Financial Inc sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 64 shares — an estimated $2.31K sold.

Key Financial Inc first reported a position in HP in Q4 2024 and held it in 6 quarters. The position peaked at $2.31K in Q1 2026. 374 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Key Financial Inc reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 64 Helmerich & Payne shares in Q2 2026, an estimated $2.31K.
  • Key Financial Inc first reported a position in Helmerich & Payne in Q4 2024 and held it in 6 quarters.
  • Key Financial Inc's Helmerich & Payne position peaked at $2.31K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.