Steward Partners Investment Advisory’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	$60.1K	Buy	6,072 +3,743	+161%	+$31.9K	﹤0.01%	2687
2025 Q4	$14.6K	Hold	2,329	–	–	﹤0.01%	3272
2025 Q3	$15.3K	Hold	2,329	–	–	﹤0.01%	3202
2025 Q2	$14.5K	Sell	2,329 -827	-26%	-$5.48K	﹤0.01%	3042
2025 Q1	$26.2K	Hold	3,156	–	–	﹤0.01%	2679
2024 Q4	$29.4K	Buy	3,156 +12	+0.4%	+$121	﹤0.01%	2600
2024 Q3	$34.9K	Hold	3,144	–	–	﹤0.01%	2410
2024 Q2	$37.5K	Sell	3,144 -798	-20%	-$8.9K	﹤0.01%	2240
2024 Q1	$42.7K	Buy	+3,942	New	+$38.4K	﹤0.01%	2192
2020 Q2	–	Sell	-285	Closed	–	–	2697
2020 Q1	$0	Sell	285 -1,018	-78%	-$6.71K	﹤0.01%	2587
2019 Q4	$12K	Buy	1,303 +1,298	+25,960%	+$11.2K	﹤0.01%	1948
2019 Q3	$0	Hold	5	–	–	﹤0.01%	2677
2019 Q2	$0	Buy	+5	New	+$39	﹤0.01%	2643