Raymond James Financial Services Advisors’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $119K | Buy |
+10,750
| New | +$119K | ﹤0.01% | 3259 |
|
|
2024
Q1 | – | Sell |
-13,724
| Closed | -$141K | – | 3414 |
|
|
2023
Q4 | $141K | Buy |
13,724
+3,554
| +35% | +$36.5K | ﹤0.01% | 3070 |
|
|
2023
Q3 | $114K | Buy |
+10,170
| New | +$114K | ﹤0.01% | 3037 |
|
|
2023
Q2 | – | Sell |
-176,633
| Closed | -$1.37M | – | 3274 |
|
|
2023
Q1 | $1.37M | Buy |
+176,633
| New | +$1.37M | ﹤0.01% | 1706 |
|
|
2020
Q1 | – | Sell |
-73,857
| Closed | -$711K | – | 2576 |
|
|
2019
Q4 | $711K | Buy |
73,857
+30,432
| +70% | +$293K | ﹤0.01% | 1748 |
|
|
2019
Q3 | $350K | Buy |
+43,425
| New | +$350K | ﹤0.01% | 2147 |
|
|
2017
Q1 | – | Sell |
-12,266
| Closed | -$108K | – | 2423 |
|
|
2016
Q4 | $108K | Buy |
+12,266
| New | +$108K | ﹤0.01% | 2170 |
|