NewEdge Advisors’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	–	Sell	-81,861	Closed	-$513K	–	4260
2025 Q4	$513K	Buy	81,861 +81,461	+20,365%	+$541K	﹤0.01%	1944
2025 Q3	$2.62K	Sell	400 -1,000	-71%	-$6.29K	﹤0.01%	3721
2025 Q2	$8.74K	Buy	1,400 +397	+40%	+$2.63K	﹤0.01%	3250
2025 Q1	$8.34K	Sell	1,003 -707	-41%	-$5.96K	﹤0.01%	3162
2024 Q4	$15.9K	Buy	1,710 +3	+0.2%	+$30	﹤0.01%	2872
2024 Q3	$18.9K	Hold	1,707	–	–	﹤0.01%	2731
2024 Q2	$20.4K	Sell	1,707 -786	-32%	-$8.77K	﹤0.01%	2617
2024 Q1	$27K	Sell	2,493 -442	-15%	-$4.3K	﹤0.01%	2517
2023 Q4	$30.2K	Buy	2,935 +1,635	+126%	+$16.2K	﹤0.01%	2411
2023 Q3	$14.5K	Hold	1,300	–	–	﹤0.01%	2466
2023 Q2	$9.59K	Hold	1,300	–	–	﹤0.01%	2607
2023 Q1	$10.1K	Sell	1,300 -364	-22%	-$2.84K	﹤0.01%	2567
2022 Q4	$2.7K	Buy	+1,664	New	+$9.99K	﹤0.01%	2756