Helen Stephens Group, LLC Purchases and Sells in Q2 2025

Helen Stephens Group, LLC

$402 Million
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	97.9K + 16.38%	$53.65 - $67.02 $5.25M - $6.56M	696K $46.6M
DFAT	125K + 34.22%	$44.8 - $53.97 $5.62M - $6.77M	492K $26.5M
IUSG	12.1K + 6.27%	$113.67 - $150.4 $1.37M - $1.82M	205K $30.8M
DFIC	28.4K + 2.22%	$24.94 - $31.15 $709K - $886K	1.31M $40.6M
QUAL	9.18K + 4.35%	$152.42 - $182.82 $1.4M - $1.68M	220K $40.2M
WMT	33.5K + 187.11%	$81.79 - $99.98 $2.74M - $3.35M	51.5K $5.03M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	13.9K New	$50.39 - $60.05 $701K - $835K	13.9K $834K
AVGO	1.09K New	$146.29 - $275.65 $160K - $301K	1.09K $300K
SLV	7.51K New	$27.08 - $33.74 $203K - $253K	7.51K $246K
IBM	820 New	$221.03 - $294.78 $181K - $242K	820 $241K
IVW	2.05K New	$82.96 - $110.1 $170K - $225K	2.05K $225K
NVDA	1.43K New	$94.31 - $157.99 $135K - $225K	1.43K $225K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	-56.5K - 63.2%	$48.77 - $49.55 $2.76M - $2.8M	32.9K $1.63M
JPST	-27.8K - 12.44%	$50.36 - $50.68 $1.4M - $1.41M	196K $9.92M
SUB	-12.3K - 31.68%	$104.77 - $106.34 $1.29M - $1.31M	26.6K $2.83M
VCSH	-15.3K - 80.14%	$77.94 - $79.5 $1.19M - $1.22M	3.79K $301K
VIG	-3.08K - 8.6%	N/A	32.7K $5.96M
LMT	-1.22K - 54.7%	$430.82 - $486.45 $524K - $592K	1.01K $466K

Activity Summary All Purchases 51 New Holdings 6 Increased Positions 45 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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