Steward Partners Investment Advisory’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 |
-128
| Closed | -$6.85K | – | 4181 |
|
|
2025
Q1 | $6.85K | Hold |
128
| – | – | ﹤0.01% | 3273 |
|
|
2024
Q4 | $7.66K | Hold |
128
| – | – | ﹤0.01% | 3209 |
|
|
2024
Q3 | $7.92K | Sell |
128
-9
| -7% | -$557 | ﹤0.01% | 3041 |
|
|
2024
Q2 | $12.7K | Hold |
137
| – | – | ﹤0.01% | 2726 |
|
|
2024
Q1 | $15.8K | Sell |
137
-9
| -6% | -$1.04K | ﹤0.01% | 2621 |
|
|
2023
Q4 | $17.6K | Hold |
146
| – | – | ﹤0.01% | 2463 |
|
|
2023
Q3 | $17K | Hold |
146
| – | – | ﹤0.01% | 2392 |
|
|
2023
Q2 | $15.8K | Hold |
146
| – | – | ﹤0.01% | 2402 |
|
|
2023
Q1 | $13.9K | Hold |
146
| – | – | ﹤0.01% | 2410 |
|
|
2022
Q4 | $16.2K | Hold |
146
| – | – | ﹤0.01% | 2343 |
|
|
2022
Q3 | $14K | Sell |
146
-17
| -10% | -$1.63K | ﹤0.01% | 2389 |
|
|
2022
Q2 | $26K | Sell |
163
-33
| -17% | -$5.26K | ﹤0.01% | 2112 |
|
|
2022
Q1 | $38K | Sell |
196
-97
| -33% | -$18.8K | ﹤0.01% | 2059 |
|
|
2021
Q4 | $72K | Hold |
293
| – | – | ﹤0.01% | 1731 |
|
|
2021
Q3 | $66K | Sell |
293
-40
| -12% | -$9.01K | ﹤0.01% | 1740 |
|
|
2021
Q2 | $76K | Sell |
333
-54
| -14% | -$12.3K | ﹤0.01% | 2621 |
|
|
2021
Q1 | $81.5K | Buy |
387
+122
| +46% | +$25.7K | ﹤0.01% | 1718 |
|
|
2020
Q4 | $59K | Buy |
265
+38
| +17% | +$8.46K | ﹤0.01% | 1592 |
|
|
2020
Q3 | $44K | Buy |
227
+81
| +55% | +$15.7K | ﹤0.01% | 1555 |
|
|
2020
Q2 | $28K | Hold |
146
| – | – | ﹤0.01% | 1649 |
|
|
2020
Q1 | $21K | Hold |
146
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q4 | $26K | Hold |
146
| – | – | ﹤0.01% | 1688 |
|
|
2019
Q3 | $23K | Hold |
146
| – | – | ﹤0.01% | 1677 |
|
|
2019
Q2 | $19K | Buy |
+146
| New | +$19K | ﹤0.01% | 1725 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$2K | – | 1347 |
|
|
2018
Q3 | $2K | Sell |
18
-52
| -74% | -$5.78K | ﹤0.01% | 2370 |
|
|
2018
Q2 | $7K | Hold |
70
| – | – | ﹤0.01% | 1873 |
|
|
2018
Q1 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 1725 |
|