Ancora Advisors’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
Sell
-81,650
Closed -$4.37M 1985
2025
Q1
$4.37M Buy
81,650
+29,251
+56% +$1.56M 0.1% 181
2024
Q4
$3.14M Buy
52,399
+14,999
+40% +$897K 0.07% 218
2024
Q3
$2.31M Buy
+37,400
New +$2.31M 0.05% 254