LFA
Legacy Financial Advisors’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,275
| Closed | -$201K | – | 369 |
|
|
2024
Q4 | $201K | Buy |
+6,275
| New | +$201K | 0.03% | 333 |
|
|
2024
Q3 | – | Sell |
-6,140
| Closed | -$222K | – | 364 |
|
|
2024
Q2 | $222K | Sell |
6,140
-124
| -2% | -$4.48K | 0.04% | 305 |
|
|
2024
Q1 | $263K | Buy |
6,264
+118
| +2% | +$4.96K | 0.05% | 269 |
|
|
2023
Q4 | $223K | Buy |
6,146
+6
| +0.1% | +$217 | 0.04% | 276 |
|
|
2023
Q3 | $259K | Hold |
6,140
| – | – | 0.05% | 216 |
|
|
2023
Q2 | $218K | Buy |
6,140
+10
| +0.2% | +$355 | 0.04% | 236 |
|
|
2023
Q1 | $219K | Sell |
6,130
-9
| -0.1% | -$322 | 0.04% | 230 |
|
|
2022
Q4 | $304K | Buy |
6,139
+33
| +0.5% | +$1.64K | 0.07% | 175 |
|
|
2022
Q3 | $226K | Buy |
6,106
+9
| +0.1% | +$333 | 0.05% | 198 |
|
|
2022
Q2 | $263K | Hold |
6,097
| – | – | 0.07% | 167 |
|
|
2022
Q1 | $261K | Buy |
+6,097
| New | +$261K | 0.06% | 188 |
|
|
2020
Q1 | – | Sell |
-6,045
| Closed | -$275K | – | 87 |
|
|
2019
Q4 | $275K | Hold |
6,045
| – | – | 0.09% | 100 |
|
|
2019
Q3 | $242K | Sell |
6,045
-44
| -0.7% | -$1.76K | 0.08% | 102 |
|
|
2019
Q2 | $308K | Hold |
6,089
| – | – | 0.11% | 90 |
|
|
2019
Q1 | $338K | Sell |
6,089
-761
| -11% | -$42.2K | 0.11% | 78 |
|
|
2018
Q4 | $328K | Buy |
6,850
+412
| +6% | +$19.7K | 0.13% | 70 |
|
|
2018
Q3 | $442K | Buy |
6,438
+45
| +0.7% | +$3.09K | 0.16% | 57 |
|
|
2018
Q2 | $412K | Hold |
6,393
| – | – | 0.16% | 60 |
|
|
2018
Q1 | $445K | Buy |
6,393
+348
| +6% | +$24.2K | 0.18% | 55 |
|
|
2017
Q4 | $390K | Buy |
+6,045
| New | +$390K | 0.16% | 57 |
|