LPL Financial’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 | $116K | Sell |
11,722
-1,185
| -9% | -$10.1K | ﹤0.01% | 5645 |
|
|
2025
Q4 | $80.9K | Sell |
12,907
-710
| -5% | -$4.72K | ﹤0.01% | 5645 |
|
|
2025
Q3 | $89.3K | Sell |
13,617
-10,195
| -43% | -$64.2K | ﹤0.01% | 5539 |
|
|
2025
Q2 | $149K | Buy |
+23,812
| New | +$158K | ﹤0.01% | 5175 |
|
|
2023
Q3 | – | Sell |
-10,693
| Closed | -$78.9K | – | 4744 |
|
|
2023
Q2 | $78.9K | Buy |
10,693
+260
| +2% | +$1.85K | ﹤0.01% | 4368 |
|
|
2023
Q1 | $80.8K | Sell |
10,433
-1,000
| -9% | -$7.81K | ﹤0.01% | 4245 |
|
|
2022
Q4 | $84.4K | Buy |
11,433
+1,028
| +10% | +$6.17K | ﹤0.01% | 4206 |
|
|
2022
Q3 | $40K | Hold |
10,405
| – | – | ﹤0.01% | 4259 |
|
|
2022
Q2 | $32K | Sell |
10,405
-192
| -2% | -$830 | ﹤0.01% | 4288 |
|
|
2022
Q1 | $51K | Buy |
10,597
+2
| +0% | +$8 | ﹤0.01% | 4050 |
|
|
2021
Q4 | $33K | Sell |
10,595
-163
| -2% | -$601 | ﹤0.01% | 4263 |
|
|
2021
Q3 | $42K | Buy |
10,758
+148
| +1% | +$610 | ﹤0.01% | 4241 |
|
|
2021
Q2 | $61K | Sell |
10,610
-184
| -2% | -$967 | ﹤0.01% | 4120 |
|
|
2021
Q1 | $55K | Sell |
10,794
-9,796
| -48% | -$48.8K | ﹤0.01% | 3985 |
|
|
2020
Q4 | $86K | Hold |
20,590
| – | – | ﹤0.01% | 3696 |
|
|
2020
Q3 | $50K | Buy |
20,590
+10,140
| +97% | +$37K | ﹤0.01% | 3437 |
|
|
2020
Q2 | $36K | Buy |
+10,450
| New | +$28.3K | ﹤0.01% | 3375 |
|
|
2017
Q1 | – | Sell |
-27,374
| Closed | -$256K | – | 2742 |
|
|
2016
Q4 | $256K | Buy |
+27,374
| New | +$264K | ﹤0.01% | 2302 |
|
|
2016
Q3 | – | Sell |
-38,830
| Closed | -$271K | – | 2689 |
|
|
2016
Q2 | $271K | Sell |
38,830
-39,530
| -50% | -$286K | ﹤0.01% | 2148 |
|
|
2016
Q1 | $399K | Buy |
78,360
+186
| +0.2% | +$785 | ﹤0.01% | 2312 |
|
|
2015
Q4 | $410K | Buy |
78,174
+38,187
| +95% | +$221K | ﹤0.01% | 2323 |
|
|
2015
Q3 | $235K | Buy |
39,987
+14,506
| +57% | +$116K | ﹤0.01% | 2400 |
|
|
2015
Q2 | $315K | Buy |
25,481
+3,400
| +15% | +$53.6K | ﹤0.01% | 2266 |
|
|
2015
Q1 | $332K | Buy |
22,081
+10,767
| +95% | +$182K | ﹤0.01% | 2162 |
|
|
2014
Q4 | $246K | Sell |
11,314
-18,335
| -62% | -$436K | ﹤0.01% | 2331 |
|
|
2014
Q3 | $640K | Buy |
+29,649
| New | +$757K | ﹤0.01% | 1597 |
|
Other funds holding HLX
VPM
VCM
