LGT Financial Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-121
| Closed | -$3.68K | – | 743 |
|
|
2024
Q3 | $3.68K | Sell |
121
-354
| -75% | -$10.8K | 0.01% | 587 |
|
|
2024
Q2 | $17.2K | Hold |
475
| – | – | 0.04% | 344 |
|
|
2024
Q1 | $20K | Hold |
475
| – | – | 0.02% | 361 |
|
|
2023
Q4 | $17.2K | Hold |
475
| – | – | 0.02% | 385 |
|
|
2023
Q3 | $20K | Buy |
+475
| New | +$20K | 0.03% | 340 |
|