Stifel Financial’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 | $112K | Sell |
11,355
-800
| -7% | -$6.81K | ﹤0.01% | 3523 |
|
|
2025
Q4 | $76.2K | Sell |
12,155
-815
| -6% | -$5.42K | ﹤0.01% | 3507 |
|
|
2025
Q3 | $85.1K | Sell |
12,970
-87
| -0.7% | -$547 | ﹤0.01% | 3459 |
|
|
2025
Q2 | $81.5K | Sell |
13,057
-171
| -1% | -$1.13K | ﹤0.01% | 3376 |
|
|
2025
Q1 | $110K | Sell |
13,228
-33
| -0.2% | -$278 | ﹤0.01% | 3286 |
|
|
2024
Q4 | $124K | Buy |
13,261
+403
| +3% | +$4.06K | ﹤0.01% | 3230 |
|
|
2024
Q3 | $143K | Sell |
12,858
-559
| -4% | -$6.15K | ﹤0.01% | 3194 |
|
|
2024
Q2 | $160K | Sell |
13,417
-938
| -7% | -$10.5K | ﹤0.01% | 3148 |
|
|
2024
Q1 | $156K | Buy |
14,355
+535
| +4% | +$5.21K | ﹤0.01% | 3129 |
|
|
2023
Q4 | $142K | Sell |
13,820
-495
| -3% | -$4.92K | ﹤0.01% | 3115 |
|
|
2023
Q3 | $160K | Sell |
14,315
-360
| -2% | -$3.47K | ﹤0.01% | 3042 |
|
|
2023
Q2 | $108K | Sell |
14,675
-105
| -0.7% | -$747 | ﹤0.01% | 3163 |
|
|
2023
Q1 | $114K | Hold |
14,780
| – | – | ﹤0.01% | 3159 |
|
|
2022
Q4 | $109K | Sell |
14,780
-350
| -2% | -$2.1K | ﹤0.01% | 3121 |
|
|
2022
Q3 | $58K | Sell |
15,130
-600
| -4% | -$2.27K | ﹤0.01% | 3171 |
|
|
2022
Q2 | $49K | Sell |
15,730
-2,125
| -12% | -$9.19K | ﹤0.01% | 3231 |
|
|
2022
Q1 | $85K | Buy |
17,855
+1,375
| +8% | +$5.64K | ﹤0.01% | 3268 |
|
|
2021
Q4 | $51K | Sell |
16,480
-200
| -1% | -$738 | ﹤0.01% | 3313 |
|
|
2021
Q3 | $65K | Sell |
16,680
-100
| -0.6% | -$412 | ﹤0.01% | 3265 |
|
|
2021
Q2 | $96K | Buy |
16,780
+120
| +0.7% | +$631 | ﹤0.01% | 3238 |
|
|
2021
Q1 | $84K | Sell |
16,660
-120
| -0.7% | -$598 | ﹤0.01% | 3135 |
|
|
2020
Q4 | $70K | Sell |
16,780
-2,100
| -11% | -$7.02K | ﹤0.01% | 2964 |
|
|
2020
Q3 | $46K | Sell |
18,880
-484
| -2% | -$1.77K | ﹤0.01% | 2812 |
|
|
2020
Q2 | $67K | Sell |
19,364
-34,152
| -64% | -$92.4K | ﹤0.01% | 2755 |
|
|
2020
Q1 | $59K | Sell |
53,516
-155,677
| -74% | -$1.03M | ﹤0.01% | 2647 |
|
|
2019
Q4 | $2.02M | Sell |
209,193
-122,774
| -37% | -$1.06M | ﹤0.01% | 1329 |
|
|
2019
Q3 | $2.68M | Sell |
331,967
-10,588
| -3% | -$85.5K | 0.01% | 1122 |
|
|
2019
Q2 | $2.96M | Buy |
342,555
+285,512
| +501% | +$2.22M | 0.01% | 1096 |
|
|
2019
Q1 | $460K | Buy |
57,043
+742
| +1% | +$5.32K | ﹤0.01% | 2113 |
|
|
2018
Q4 | $319K | Buy |
56,301
+26,330
| +88% | +$215K | ﹤0.01% | 2189 |
|
|
2018
Q3 | $296K | Sell |
29,971
-1,177
| -4% | -$10.7K | ﹤0.01% | 2367 |
|
|
2018
Q2 | $262K | Buy |
31,148
+88
| +0.3% | +$646 | ﹤0.01% | 2383 |
|
|
2018
Q1 | $187K | Sell |
31,060
-165
| -0.5% | -$1.16K | ﹤0.01% | 2490 |
|
|
2017
Q4 | $254K | Buy |
31,225
+2,620
| +9% | +$18.5K | ﹤0.01% | 2297 |
|
|
2017
Q3 | $207K | Buy |
28,605
+530
| +2% | +$3.35K | ﹤0.01% | 2357 |
|
|
2017
Q2 | $168K | Sell |
28,075
-700
| -2% | -$4.23K | ﹤0.01% | 2389 |
|
|
2017
Q1 | $234K | Sell |
28,775
-150
| -0.5% | -$1.21K | ﹤0.01% | 2231 |
|
|
2016
Q4 | $263K | Sell |
28,925
-350
| -1% | -$3.38K | ﹤0.01% | 2113 |
|
|
2016
Q3 | $246K | Sell |
29,275
-450
| -2% | -$3.41K | ﹤0.01% | 2077 |
|
|
2016
Q2 | $201K | Sell |
29,725
-2,191
| -7% | -$15.9K | ﹤0.01% | 2250 |
|
|
2016
Q1 | $179K | Sell |
31,916
-9,809
| -24% | -$41.4K | ﹤0.01% | 2025 |
|
|
2015
Q4 | $219K | Sell |
41,725
-11,119
| -21% | -$64.5K | ﹤0.01% | 2067 |
|
|
2015
Q3 | $253K | Sell |
52,844
-5,818
| -10% | -$46.4K | ﹤0.01% | 1900 |
|
|
2015
Q2 | $741K | Sell |
58,662
-280
| -0.5% | -$4.42K | ﹤0.01% | 1486 |
|
|
2015
Q1 | $882K | Sell |
58,942
-195
| -0.3% | -$3.29K | ﹤0.01% | 1339 |
|
|
2014
Q4 | $1.28M | Sell |
59,137
-296
| -0.5% | -$7.04K | 0.01% | 1137 |
|
|
2014
Q3 | $1.31M | Sell |
59,433
-2,654
| -4% | -$67.7K | 0.01% | 971 |
|
|
2014
Q2 | $1.63M | Buy |
62,087
+790
| +1% | +$18.8K | 0.01% | 862 |
|
|
2014
Q1 | $1.41M | Buy |
+61,297
| New | +$1.37M | 0.01% | 890 |
|
Other funds holding HLX
VPM
VCM
