UMB Bank’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 | $3.48K | Sell |
557
-367
| -40% | -$2.29K | ﹤0.01% | 1915 |
|
|
2025
Q1 | $7.68K | Buy |
924
+839
| +987% | +$6.97K | ﹤0.01% | 1632 |
|
|
2024
Q4 | $792 | Sell |
85
-165
| -66% | -$1.54K | ﹤0.01% | 2013 |
|
|
2024
Q3 | $2.78K | Buy |
250
+102
| +69% | +$1.13K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $1.77K | Buy |
148
+84
| +131% | +$1K | ﹤0.01% | 1820 |
|
|
2024
Q1 | $694 | Buy |
+64
| New | +$694 | ﹤0.01% | 1895 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$7.38K | – | 1720 |
|
|
2023
Q2 | $7.38K | Hold |
1,000
| – | – | ﹤0.01% | 1358 |
|
|
2023
Q1 | $7.74K | Hold |
1,000
| – | – | ﹤0.01% | 1339 |
|
|
2022
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1500 |
|
|
2022
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 1665 |
|
|
2022
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1654 |
|
|
2021
Q4 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 1741 |
|