Yousif Capital Management’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 | $242K | Hold |
8,515
| – | – | ﹤0.01% | 1759 |
|
2025
Q1 | $455K | Sell |
8,515
-186
| -2% | -$9.95K | 0.01% | 1474 |
|
2024
Q4 | $521K | Sell |
8,701
-168
| -2% | -$10.1K | 0.01% | 1463 |
|
2024
Q3 | $549K | Sell |
8,869
-1,148
| -11% | -$71K | 0.01% | 1453 |
|
2024
Q2 | $929K | Sell |
10,017
-803
| -7% | -$74.5K | 0.01% | 1178 |
|
2024
Q1 | $1.25M | Sell |
10,820
-279
| -3% | -$32.2K | 0.01% | 1077 |
|
2023
Q4 | $1.34M | Sell |
11,099
-125
| -1% | -$15.1K | 0.02% | 1061 |
|
2023
Q3 | $1.31M | Sell |
11,224
-605
| -5% | -$70.5K | 0.02% | 983 |
|
2023
Q2 | $1.28M | Sell |
11,829
-445
| -4% | -$48.1K | 0.02% | 1025 |
|
2023
Q1 | $1.17M | Buy |
12,274
+5
| +0% | +$476 | 0.02% | 1066 |
|
2022
Q4 | $1.36M | Sell |
12,269
-7
| -0.1% | -$776 | 0.02% | 1004 |
|
2022
Q3 | $1.18M | Sell |
12,276
-1,151
| -9% | -$111K | 0.02% | 1082 |
|
2022
Q2 | $2.18M | Buy |
13,427
+255
| +2% | +$41.4K | 0.03% | 757 |
|
2022
Q1 | $2.58M | Buy |
13,172
+517
| +4% | +$101K | 0.03% | 758 |
|
2021
Q4 | $3.09M | Buy |
+12,655
| New | +$3.09M | 0.03% | 651 |
|