Allworth Financial’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965 | Buy |
+34
| New | +$965 | ﹤0.01% | 3959 |
|
|
2025
Q1 | – | Sell |
-15
| Closed | -$972 | – | 4102 |
|
|
2024
Q4 | $972 | Sell |
15
-10
| -40% | -$648 | ﹤0.01% | 3400 |
|
|
2024
Q3 | $1.55K | Buy |
25
+15
| +150% | +$928 | ﹤0.01% | 3061 |
|
|
2024
Q2 | $568 | Buy |
+10
| New | +$568 | ﹤0.01% | 3339 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$350 | – | 3535 |
|
|
2023
Q3 | $350 | Hold |
3
| – | – | ﹤0.01% | 3126 |
|
|
2023
Q2 | $325 | Hold |
3
| – | – | ﹤0.01% | 2993 |
|
|
2023
Q1 | $286 | Hold |
3
| – | – | ﹤0.01% | 2946 |
|
|
2022
Q4 | $333 | Hold |
3
| – | – | ﹤0.01% | 2717 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2838 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2562 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1763 |
|