SWA
Sutton Wealth Advisors’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,936
| Closed | -$96K | – | 1142 |
|
|
2022
Q4 | $96K | Hold |
1,936
| – | – | 0.04% | 256 |
|
|
2022
Q3 | $71.6K | Hold |
1,936
| – | – | 0.03% | 303 |
|
|
2022
Q2 | $83.4K | Hold |
1,936
| – | – | 0.03% | 268 |
|
|
2022
Q1 | $82.8K | Hold |
1,936
| – | – | 0.03% | 284 |
|
|
2021
Q4 | $45.9K | Buy |
1,936
+134
| +7% | +$3.18K | 0.02% | 438 |
|
|
2021
Q3 | $49.4K | Sell |
1,802
-32
| -2% | -$877 | 0.02% | 395 |
|
|
2021
Q2 | $59.8K | Hold |
1,834
| – | – | 0.02% | 358 |
|
|
2021
Q1 | $49.4K | Hold |
1,834
| – | – | 0.02% | 395 |
|
|
2020
Q4 | $42.5K | Buy |
1,834
+1,760
| +2,378% | +$40.8K | 0.02% | 407 |
|
|
2020
Q3 | $1.08K | Sell |
74
-2,294
| -97% | -$33.6K | ﹤0.01% | 1127 |
|
|
2020
Q2 | $46.2K | Buy |
2,368
+2,271
| +2,341% | +$44.3K | 0.02% | 320 |
|
|
2020
Q1 | $1.52K | Buy |
+97
| New | +$1.52K | ﹤0.01% | 1060 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1182 |
|
|
2019
Q3 | – | Sell |
-49
| Closed | -$2.48K | – | 1195 |
|
|
2019
Q2 | $2.48K | Hold |
49
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $2.72K | Hold |
49
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q4 | $2.35K | Hold |
49
| – | – | ﹤0.01% | 981 |
|
|
2018
Q3 | $3.37K | Sell |
49
-217
| -82% | -$14.9K | ﹤0.01% | 950 |
|
|
2018
Q2 | $17K | Hold |
266
| – | – | 0.01% | 656 |
|
|
2018
Q1 | $17.7K | Buy |
266
+19
| +8% | +$1.27K | 0.01% | 619 |
|
|
2017
Q4 | $16K | Buy |
247
+198
| +404% | +$12.8K | 0.01% | 634 |
|
|
2017
Q3 | $2.55K | Buy |
+49
| New | +$2.55K | ﹤0.01% | 935 |
|
|
2017
Q2 | – | Sell |
-127
| Closed | -$8.45K | – | 1092 |
|
|
2017
Q1 | $8.45K | Hold |
127
| – | – | 0.01% | 751 |
|
|
2016
Q4 | $9.83K | Hold |
127
| – | – | 0.01% | 697 |
|
|
2016
Q3 | $8.55K | Buy |
+127
| New | +$8.55K | 0.01% | 701 |
|