Reilly Financial Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 730 |
|
2021
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 645 |
|
2021
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 640 |
|
2021
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 676 |
|
2020
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 644 |
|
2020
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 645 |
|
2020
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 630 |
|
2020
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 649 |
|
2019
Q4 | $18K | Hold |
400
| – | – | ﹤0.01% | 523 |
|
2019
Q3 | $16K | Sell |
400
-119
| -23% | -$4.76K | ﹤0.01% | 550 |
|
2019
Q2 | $26K | Hold |
519
| – | – | ﹤0.01% | 476 |
|
2019
Q1 | $29K | Buy |
519
+119
| +30% | +$6.65K | ﹤0.01% | 441 |
|
2018
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 500 |
|
2018
Q3 | $28K | Hold |
400
| – | – | ﹤0.01% | 475 |
|
2018
Q2 | $26K | Hold |
400
| – | – | ﹤0.01% | 435 |
|
2018
Q1 | $27K | Hold |
400
| – | – | ﹤0.01% | 409 |
|
2017
Q4 | $26K | Hold |
400
| – | – | ﹤0.01% | 447 |
|
2017
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 483 |
|
2017
Q2 | $22K | Hold |
400
| – | – | ﹤0.01% | 482 |
|
2017
Q1 | $27K | Hold |
400
| – | – | ﹤0.01% | 417 |
|
2016
Q4 | $31K | Hold |
400
| – | – | 0.01% | 360 |
|
2016
Q3 | $27K | Hold |
400
| – | – | ﹤0.01% | 355 |
|
2016
Q2 | $27K | Hold |
400
| – | – | 0.01% | 340 |
|
2016
Q1 | $23K | Hold |
400
| – | – | ﹤0.01% | 417 |
|
2015
Q4 | $21K | Sell |
400
-500
| -56% | -$26.3K | ﹤0.01% | 442 |
|
2015
Q3 | $43K | Hold |
900
| – | – | 0.01% | 415 |
|
2015
Q2 | $63K | Hold |
900
| – | – | 0.01% | 386 |
|
2015
Q1 | $61K | Sell |
900
-600
| -40% | -$40.7K | 0.01% | 374 |
|
2014
Q4 | $101K | Sell |
1,500
-175
| -10% | -$11.8K | 0.02% | 192 |
|
2014
Q3 | $164K | Hold |
1,675
| – | – | 0.04% | 139 |
|
2014
Q2 | $195K | Buy |
1,675
+200
| +14% | +$23.3K | 0.05% | 117 |
|
2014
Q1 | $159K | Buy |
+1,475
| New | +$159K | 0.04% | 133 |
|