Jefferies Financial Group’s Helen of Troy HELE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,200
Closed -$482K 1231
2024
Q2
$482K Sell
5,200
-10,400
-67% -$964K 0.01% 751
2024
Q1
$1.8M Sell
15,600
-16,717
-52% -$1.93M 0.02% 434
2023
Q4
$3.9M Buy
32,317
+25,224
+356% +$3.05M 0.03% 298
2023
Q3
$827K Buy
7,093
+1,167
+20% +$136K 0.01% 564
2023
Q2
$640K Buy
+5,926
New +$640K 0.01% 721