Orion Portfolio Solutions’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.24M | Buy |
149,442
+27,610
| +23% | +$229K | 0.01% | 966 |
|
|
2024
Q4 | $1.14M | Buy |
121,832
+7,406
| +6% | +$69K | 0.01% | 977 |
|
|
2024
Q3 | $1.27M | Sell |
114,426
-2,037
| -2% | -$22.6K | 0.01% | 918 |
|
|
2024
Q2 | $1.39M | Buy |
116,463
+13,876
| +14% | +$166K | 0.01% | 821 |
|
|
2024
Q1 | $1.11M | Sell |
102,587
-1,436
| -1% | -$15.6K | 0.01% | 941 |
|
|
2023
Q4 | $986K | Sell |
104,023
-8,285
| -7% | -$78.5K | 0.01% | 945 |
|
|
2023
Q3 | $1.25M | Sell |
112,308
-14,879
| -12% | -$166K | 0.02% | 822 |
|
|
2023
Q2 | $939K | Sell |
127,187
-9,804
| -7% | -$72.4K | 0.01% | 979 |
|
|
2023
Q1 | $1.06M | Buy |
+136,991
| New | +$1.06M | 0.01% | 851 |
|
|
2020
Q3 | – | Sell |
-2,276
| Closed | -$8K | – | 1120 |
|
|
2020
Q2 | $8K | Buy |
2,276
+1,062
| +87% | +$3.73K | ﹤0.01% | 1288 |
|
|
2020
Q1 | $2K | Buy |
1,214
+1,132
| +1,380% | +$1.87K | ﹤0.01% | 1574 |
|
|
2019
Q4 | $1K | Buy |
+82
| New | +$1K | ﹤0.01% | 1665 |
|