Summit Securities Group’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 | $67.7K | Buy |
+2,387
| New | +$67.7K | 0.01% | 324 |
|
|
2025
Q1 | – | Sell |
-187
| Closed | -$11.2K | – | 770 |
|
|
2024
Q4 | $11.2K | Buy |
+187
| New | +$11.2K | ﹤0.01% | 318 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | – | – | 825 |
|
|
2023
Q1 | $0 | Buy |
5
+4
| +400% | – | ﹤0.01% | 840 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 992 |
|
|
2016
Q3 | – | Sell |
-4,088
| Closed | -$420K | – | 176 |
|
|
2016
Q2 | $420K | Buy |
+4,088
| New | +$420K | 0.22% | 104 |
|