Marathon Capital Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,530
| Closed | -$233K | – | 152 |
|
|
2024
Q1 | $233K | Sell |
5,530
-103,785
| -95% | -$4.37M | 0.06% | 123 |
|
|
2023
Q4 | $3.96M | Buy |
109,315
+409
| +0.4% | +$14.8K | 1% | 26 |
|
|
2023
Q3 | $4.59M | Sell |
108,906
-72
| -0.1% | -$3.04K | 1.16% | 22 |
|
|
2023
Q2 | $3.86M | Sell |
108,978
-1,897
| -2% | -$67.2K | 0.95% | 27 |
|
|
2023
Q1 | $3.96M | Buy |
+110,875
| New | +$3.96M | 0.98% | 26 |
|