Steward Partners Investment Advisory’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136 | Buy |
9
+5
| +125% | +$76 | ﹤0.01% | 4034 |
|
|
2025
Q1 | $104 | Sell |
4
-28
| -88% | -$728 | ﹤0.01% | 3941 |
|
|
2024
Q4 | $1.03K | Sell |
32
-23
| -42% | -$737 | ﹤0.01% | 3746 |
|
|
2024
Q3 | $1.67K | Hold |
55
| – | – | ﹤0.01% | 3462 |
|
|
2024
Q2 | $1.99K | Hold |
55
| – | – | ﹤0.01% | 3285 |
|
|
2024
Q1 | $2.31K | Buy |
55
+51
| +1,275% | +$2.15K | ﹤0.01% | 3266 |
|
|
2023
Q4 | $145 | Buy |
+4
| New | +$145 | ﹤0.01% | 3426 |
|
|
2023
Q1 | – | Sell |
-1,145
| Closed | -$56.8K | – | 3357 |
|
|
2022
Q4 | $56.8K | Buy |
1,145
+1,000
| +690% | +$49.6K | ﹤0.01% | 1783 |
|
|
2022
Q3 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 2760 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$5K | – | 3239 |
|
|
2021
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2804 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | – | – | 2589 |
|
|
2019
Q4 | $0 | Sell |
19
-244
| -93% | – | ﹤0.01% | 2651 |
|
|
2019
Q3 | $10K | Sell |
263
-150
| -36% | -$5.7K | ﹤0.01% | 1984 |
|
|
2019
Q2 | $20K | Buy |
+413
| New | +$20K | ﹤0.01% | 1707 |
|
|
2018
Q4 | – | Sell |
-348
| Closed | -$24K | – | 1365 |
|
|
2018
Q3 | $24K | Buy |
+348
| New | +$24K | ﹤0.01% | 1479 |
|