SEI Investments’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 | $373K | Buy |
13,147
+3,696
| +39% | +$105K | ﹤0.01% | 2311 |
|
|
2025
Q1 | $505K | Sell |
9,451
-25,416
| -73% | -$1.36M | ﹤0.01% | 2145 |
|
|
2024
Q4 | $2.09M | Buy |
34,867
+5,920
| +20% | +$354K | ﹤0.01% | 1668 |
|
|
2024
Q3 | $1.79M | Sell |
28,947
-56,282
| -66% | -$3.48M | ﹤0.01% | 1730 |
|
|
2024
Q2 | $7.9M | Buy |
85,229
+33,428
| +65% | +$3.1M | 0.01% | 1027 |
|
|
2024
Q1 | $5.97M | Sell |
51,801
-13,375
| -21% | -$1.54M | 0.01% | 1122 |
|
|
2023
Q4 | $7.87M | Buy |
65,176
+313
| +0.5% | +$37.8K | 0.01% | 988 |
|
|
2023
Q3 | $7.56M | Buy |
64,863
+1,093
| +2% | +$127K | 0.01% | 978 |
|
|
2023
Q2 | $6.89M | Sell |
63,770
-2,682
| -4% | -$290K | 0.01% | 1057 |
|
|
2023
Q1 | $6.33M | Buy |
66,452
+40,945
| +161% | +$3.9M | 0.01% | 1060 |
|
|
2022
Q4 | $2.83M | Sell |
25,507
-9,215
| -27% | -$1.02M | 0.01% | 1317 |
|
|
2022
Q3 | $3.35M | Sell |
34,722
-678
| -2% | -$65.4K | 0.01% | 1285 |
|
|
2022
Q2 | $5.67M | Buy |
35,400
+17,122
| +94% | +$2.74M | 0.01% | 1030 |
|
|
2022
Q1 | $3.59M | Buy |
18,278
+5,515
| +43% | +$1.08M | 0.01% | 1280 |
|
|
2021
Q4 | $3.04M | Buy |
12,763
+509
| +4% | +$121K | 0.01% | 1387 |
|
|
2021
Q3 | $2.72M | Buy |
12,254
+1,767
| +17% | +$392K | 0.01% | 1376 |
|
|
2021
Q2 | $2.36M | Sell |
10,487
-283
| -3% | -$63.7K | 0.01% | 1447 |
|
|
2021
Q1 | $2.29M | Buy |
10,770
+2,920
| +37% | +$621K | 0.01% | 1389 |
|
|
2020
Q4 | $1.75M | Sell |
7,850
-30,734
| -80% | -$6.84M | ﹤0.01% | 1449 |
|
|
2020
Q3 | $7.48M | Sell |
38,584
-3,840
| -9% | -$744K | 0.02% | 678 |
|
|
2020
Q2 | $8.02M | Sell |
42,424
-2,779
| -6% | -$525K | 0.02% | 650 |
|
|
2020
Q1 | $6.5M | Buy |
45,203
+944
| +2% | +$136K | 0.02% | 631 |
|
|
2019
Q4 | $7.96M | Sell |
44,259
-1,040
| -2% | -$187K | 0.02% | 681 |
|
|
2019
Q3 | $7.14M | Sell |
45,299
-198
| -0.4% | -$31.2K | 0.02% | 751 |
|
|
2019
Q2 | $5.94M | Buy |
45,497
+8,833
| +24% | +$1.15M | 0.02% | 853 |
|
|
2019
Q1 | $4.25M | Buy |
36,664
+25,975
| +243% | +$3.01M | 0.01% | 989 |
|
|
2018
Q4 | $1.4M | Buy |
10,689
+8,322
| +352% | +$1.09M | 0.01% | 1422 |
|
|
2018
Q3 | $310K | Sell |
2,367
-11,553
| -83% | -$1.51M | ﹤0.01% | 1788 |
|
|
2018
Q2 | $1.37M | Sell |
13,920
-4,196
| -23% | -$413K | ﹤0.01% | 1472 |
|
|
2018
Q1 | $1.58M | Buy |
18,116
+428
| +2% | +$37.2K | 0.01% | 1283 |
|
|
2017
Q4 | $1.7M | Buy |
17,688
+5,687
| +47% | +$548K | 0.01% | 1341 |
|
|
2017
Q3 | $1.16M | Buy |
12,001
+11,782
| +5,380% | +$1.14M | ﹤0.01% | 1414 |
|
|
2017
Q2 | $20K | Buy |
219
+80
| +58% | +$7.31K | ﹤0.01% | 2453 |
|
|
2017
Q1 | $13K | Sell |
139
-328
| -70% | -$30.7K | ﹤0.01% | 2411 |
|
|
2016
Q4 | $39K | Sell |
467
-841
| -64% | -$70.2K | ﹤0.01% | 2193 |
|
|
2016
Q3 | $113K | Buy |
1,308
+531
| +68% | +$45.9K | ﹤0.01% | 1840 |
|
|
2016
Q2 | $80K | Sell |
777
-4,858
| -86% | -$500K | ﹤0.01% | 1791 |
|
|
2016
Q1 | $584K | Sell |
5,635
-36,194
| -87% | -$3.75M | ﹤0.01% | 1267 |
|
|
2015
Q4 | $3.94M | Buy |
41,829
+27,177
| +185% | +$2.56M | 0.02% | 732 |
|
|
2015
Q3 | $1.31M | Buy |
14,652
+6,556
| +81% | +$585K | 0.01% | 963 |
|
|
2015
Q2 | $790K | Buy |
8,096
+1,950
| +32% | +$190K | 0.01% | 1049 |
|
|
2015
Q1 | $501K | Buy |
6,146
+6,115
| +19,726% | +$498K | ﹤0.01% | 1181 |
|
|
2014
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 2056 |
|