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