Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,496
| Closed | -$235K | – | 1299 |
|
|
2024
Q2 | $235K | Buy |
6,496
+116
| +2% | +$4.19K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $268K | Buy |
6,380
+163
| +3% | +$6.86K | ﹤0.01% | 910 |
|
|
2023
Q4 | $225K | Sell |
6,217
-314
| -5% | -$11.4K | ﹤0.01% | 1047 |
|
|
2023
Q3 | $275K | Buy |
6,531
+489
| +8% | +$20.6K | ﹤0.01% | 721 |
|
|
2023
Q2 | $214K | Buy |
+6,042
| New | +$214K | ﹤0.01% | 842 |
|