Prestige Wealth Management Group’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	$12.2K	Hold	1,234	–	–	﹤0.01%	398
2025 Q4	$7.74K	Hold	1,234	–	–	﹤0.01%	491
2025 Q3	$8.1K	Hold	1,234	–	–	﹤0.01%	494
2025 Q2	$7.7K	Hold	1,234	–	–	﹤0.01%	485
2025 Q1	$10.3K	Hold	1,234	–	–	﹤0.01%	441
2024 Q4	$11.5K	Hold	1,234	–	–	﹤0.01%	438
2024 Q3	$13.7K	Hold	1,234	–	–	﹤0.01%	402
2024 Q2	$14.7K	Hold	1,234	–	–	﹤0.01%	355
2024 Q1	$13.4K	Hold	1,234	–	–	﹤0.01%	402
2023 Q4	$12.7K	Sell	1,234 -210	-15%	-$2.09K	﹤0.01%	405
2023 Q3	$16.1K	Sell	1,444 -87	-6%	-$838	﹤0.01%	361
2023 Q2	$11.3K	Hold	1,531	–	–	﹤0.01%	443
2023 Q1	$11.8K	Sell	1,531 -50	-3%	-$391	﹤0.01%	407
2022 Q4	$11.7K	Sell	1,581 -128	-7%	-$769	﹤0.01%	433
2022 Q3	$7K	Sell	1,709 -21	-1%	-$80	﹤0.01%	485
2022 Q2	$6K	Hold	1,730	–	–	﹤0.01%	535
2022 Q1	$8K	Hold	1,730	–	–	﹤0.01%	506
2021 Q4	$6K	Hold	1,730	–	–	﹤0.01%	587
2021 Q3	$7K	Hold	1,730	–	–	﹤0.01%	555
2021 Q2	$10K	Hold	1,730	–	–	﹤0.01%	481
2021 Q1	$9K	Sell	1,730 -569	-25%	-$2.83K	﹤0.01%	494
2020 Q4	$9K	Buy	2,299 +1,799	+360%	+$6.01K	﹤0.01%	471
2020 Q3	$1K	Hold	500	–	–	﹤0.01%	772
2020 Q2	$2K	Hold	500	–	–	﹤0.01%	670
2020 Q1	$1K	Hold	500	–	–	﹤0.01%	757
2019 Q4	$5K	Hold	500	–	–	﹤0.01%	424
2019 Q3	$4K	Hold	500	–	–	﹤0.01%	435
2019 Q2	$4K	Hold	500	–	–	﹤0.01%	413
2019 Q1	$4K	Hold	500	–	–	﹤0.01%	419
2018 Q4	$3K	Buy	+500	New	+$4.07K	﹤0.01%	722