Steward Partners Investment Advisory’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Sell |
2,329
-827
| -26% | -$5.16K | ﹤0.01% | 3042 |
|
|
2025
Q1 | $26.2K | Hold |
3,156
| – | – | ﹤0.01% | 2679 |
|
|
2024
Q4 | $29.4K | Buy |
3,156
+12
| +0.4% | +$112 | ﹤0.01% | 2600 |
|
|
2024
Q3 | $34.9K | Hold |
3,144
| – | – | ﹤0.01% | 2410 |
|
|
2024
Q2 | $37.5K | Sell |
3,144
-798
| -20% | -$9.53K | ﹤0.01% | 2240 |
|
|
2024
Q1 | $42.7K | Buy |
+3,942
| New | +$42.7K | ﹤0.01% | 2192 |
|
|
2020
Q2 | – | Sell |
-285
| Closed | – | – | 2697 |
|
|
2020
Q1 | $0 | Sell |
285
-1,018
| -78% | – | ﹤0.01% | 2587 |
|
|
2019
Q4 | $12K | Buy |
1,303
+1,298
| +25,960% | +$12K | ﹤0.01% | 1948 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2677 |
|
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2643 |
|