Regal Investment Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,713
| Closed | -$647K | – | 268 |
|
|
2017
Q1 | $647K | Buy |
9,713
+5,377
| +124% | +$358K | 0.17% | 145 |
|
|
2016
Q4 | $336K | Sell |
4,336
-4,498
| -51% | -$349K | 0.09% | 188 |
|
|
2016
Q3 | $595K | Sell |
8,834
-110
| -1% | -$7.41K | 0.17% | 150 |
|
|
2016
Q2 | $600K | Hold |
8,944
| – | – | 0.16% | 145 |
|
|
2016
Q1 | $525K | Buy |
8,944
+4,048
| +83% | +$238K | 0.14% | 143 |
|
|
2015
Q4 | $262K | Sell |
4,896
-1,263
| -21% | -$67.6K | 0.07% | 214 |
|
|
2015
Q3 | $291K | Hold |
6,159
| – | – | 0.08% | 193 |
|
|
2015
Q2 | $433K | Buy |
6,159
+1,494
| +32% | +$105K | 0.12% | 164 |
|
|
2015
Q1 | $318K | Buy |
4,665
+1,263
| +37% | +$86.1K | 0.08% | 193 |
|
|
2014
Q4 | $229K | Hold |
3,402
| – | – | 0.06% | 207 |
|
|
2014
Q3 | $333K | Hold |
3,402
| – | – | 0.1% | 177 |
|
|
2014
Q2 | $395K | Hold |
3,402
| – | – | 0.14% | 148 |
|
|
2014
Q1 | $366K | Buy |
+3,402
| New | +$366K | 0.15% | 144 |
|