LPL 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 | $2.17M | Sell |
76,598
-955
| -1% | -$27.1K | ﹤0.01% | 3026 |
|
|
2025
Q1 | $4.15M | Buy |
77,553
+31,328
| +68% | +$1.68M | ﹤0.01% | 2300 |
|
|
2024
Q4 | $2.77M | Sell |
46,225
-1,605
| -3% | -$96K | ﹤0.01% | 2550 |
|
|
2024
Q3 | $2.96M | Buy |
47,830
+26,663
| +126% | +$1.65M | ﹤0.01% | 2363 |
|
|
2024
Q2 | $1.96M | Sell |
21,167
-375
| -2% | -$34.8K | ﹤0.01% | 2595 |
|
|
2024
Q1 | $2.48M | Sell |
21,542
-1,740
| -7% | -$201K | ﹤0.01% | 2338 |
|
|
2023
Q4 | $2.81M | Buy |
23,282
+236
| +1% | +$28.5K | ﹤0.01% | 2112 |
|
|
2023
Q3 | $2.69M | Buy |
23,046
+4
| +0% | +$466 | ﹤0.01% | 2055 |
|
|
2023
Q2 | $2.49M | Sell |
23,042
-745
| -3% | -$80.5K | ﹤0.01% | 2054 |
|
|
2023
Q1 | $2.26M | Buy |
23,787
+1,537
| +7% | +$146K | ﹤0.01% | 2044 |
|
|
2022
Q4 | $2.47M | Sell |
22,250
-1,930
| -8% | -$214K | ﹤0.01% | 1921 |
|
|
2022
Q3 | $2.33M | Sell |
24,180
-29
| -0.1% | -$2.8K | ﹤0.01% | 1860 |
|
|
2022
Q2 | $3.93M | Sell |
24,209
-631
| -3% | -$102K | ﹤0.01% | 1555 |
|
|
2022
Q1 | $4.87M | Buy |
24,840
+309
| +1% | +$60.5K | ﹤0.01% | 1454 |
|
|
2021
Q4 | $6M | Sell |
24,531
-37
| -0.2% | -$9.05K | 0.01% | 1335 |
|
|
2021
Q3 | $5.52M | Buy |
24,568
+190
| +0.8% | +$42.7K | 0.01% | 1333 |
|
|
2021
Q2 | $5.56M | Buy |
24,378
+48
| +0.2% | +$11K | 0.01% | 1265 |
|
|
2021
Q1 | $5.13M | Buy |
24,330
+590
| +2% | +$124K | 0.01% | 1215 |
|
|
2020
Q4 | $5.28M | Sell |
23,740
-60
| -0.3% | -$13.3K | 0.01% | 1085 |
|
|
2020
Q3 | $4.61M | Sell |
23,800
-2,408
| -9% | -$466K | 0.01% | 999 |
|
|
2020
Q2 | $4.94M | Sell |
26,208
-241
| -0.9% | -$45.4K | 0.01% | 887 |
|
|
2020
Q1 | $3.81M | Buy |
26,449
+328
| +1% | +$47.2K | 0.01% | 861 |
|
|
2019
Q4 | $4.7M | Buy |
26,121
+2,558
| +11% | +$460K | 0.01% | 862 |
|
|
2019
Q3 | $3.72M | Buy |
23,563
+194
| +0.8% | +$30.6K | 0.01% | 925 |
|
|
2019
Q2 | $3.05M | Buy |
23,369
+456
| +2% | +$59.6K | 0.01% | 1009 |
|
|
2019
Q1 | $2.66M | Sell |
22,913
-4,730
| -17% | -$548K | 0.01% | 1036 |
|
|
2018
Q4 | $3.63M | Buy |
27,643
+714
| +3% | +$93.7K | 0.01% | 818 |
|
|
2018
Q3 | $3.53M | Buy |
26,929
+418
| +2% | +$54.7K | 0.01% | 889 |
|
|
2018
Q2 | $2.61M | Buy |
26,511
+3,822
| +17% | +$376K | 0.01% | 978 |
|
|
2018
Q1 | $1.97M | Sell |
22,689
-1,945
| -8% | -$169K | 0.01% | 1116 |
|
|
2017
Q4 | $2.37M | Sell |
24,634
-613
| -2% | -$59.1K | 0.01% | 960 |
|
|
2017
Q3 | $2.45M | Sell |
25,247
-1,336
| -5% | -$129K | 0.01% | 883 |
|
|
2017
Q2 | $2.5M | Buy |
+26,583
| New | +$2.5M | 0.01% | 817 |
|
|
2016
Q4 | – | Sell |
-3,912
| Closed | -$338K | – | 2724 |
|
|
2016
Q3 | $338K | Sell |
3,912
-255
| -6% | -$22K | ﹤0.01% | 2030 |
|
|
2016
Q2 | $429K | Sell |
4,167
-58,105
| -93% | -$5.98M | ﹤0.01% | 1808 |
|
|
2016
Q1 | $6.39M | Sell |
62,272
-1,962
| -3% | -$201K | 0.02% | 605 |
|
|
2015
Q4 | $5.69M | Buy |
64,234
+29,130
| +83% | +$2.58M | 0.02% | 657 |
|
|
2015
Q3 | $3.29M | Sell |
35,104
-2,938
| -8% | -$275K | 0.02% | 618 |
|
|
2015
Q2 | $3.72M | Buy |
38,042
+6,159
| +19% | +$602K | 0.02% | 629 |
|
|
2015
Q1 | $2.57M | Buy |
31,883
+1,124
| +4% | +$90.7K | 0.01% | 798 |
|
|
2014
Q4 | $2M | Buy |
30,759
+1,316
| +4% | +$85.6K | 0.01% | 870 |
|
|
2014
Q3 | $1.53M | Buy |
29,443
+1,544
| +6% | +$80.3K | 0.01% | 1020 |
|
|
2014
Q2 | $1.69M | Buy |
27,899
+915
| +3% | +$55.5K | 0.01% | 987 |
|
|
2014
Q1 | $1.87M | Buy |
26,984
+857
| +3% | +$59.3K | 0.01% | 880 |
|
|
2013
Q4 | $1.29M | Buy |
26,127
+242
| +0.9% | +$11.9K | 0.01% | 1081 |
|
|
2013
Q3 | $1.18M | Sell |
25,885
-10
| -0% | -$455 | 0.01% | 1088 |
|
|
2013
Q2 | $994K | Buy |
+25,895
| New | +$994K | 0.01% | 1125 |
|