Summit Securities Group’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 | $64.7K | Buy |
+4,266
| New | +$64.7K | 0.01% | 338 |
|
|
2025
Q1 | – | Sell |
-695
| Closed | -$22.3K | – | 776 |
|
|
2024
Q4 | $22.3K | Buy |
+695
| New | +$22.3K | ﹤0.01% | 259 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 503 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 573 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | – | – | 829 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 847 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 509 |
|
|
2015
Q1 | – | Sell |
-301
| Closed | -$20K | – | 422 |
|
|
2014
Q4 | $20K | Sell |
301
-399
| -57% | -$26.5K | 0.01% | 350 |
|
|
2014
Q3 | $69K | Buy |
700
+600
| +600% | +$59.1K | 0.02% | 324 |
|
|
2014
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 377 |
|
|
2014
Q1 | – | Sell |
-1,300
| Closed | -$109K | – | 400 |
|
|
2013
Q4 | $109K | Buy |
+1,300
| New | +$109K | 0.02% | 216 |
|