Helen Stephens Group, LLC Purchases and Sells in Q3 2024

Helen Stephens Group, LLC

$327 Million
Q3 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	115K + 8.13%	$31.05 - $34.29 $3.57M - $3.94M	1.53M $52.4M
DFIC	149K + 17.62%	$25.36 - $28.37 $3.77M - $4.22M	993K $27.9M
QUAL	13.6K + 7.47%	$162.64 - $179.3 $2.22M - $2.44M	196K $35.2M
DFAR	50.5K + 15.28%	$21.91 - $26.03 $1.11M - $1.31M	381K $9.76M
IUSG	11.1K + 7.5%	$116.79 - $133.54 $1.3M - $1.48M	159K $21M
BNDX	29.8K + 8.21%	$48.42 - $50.35 $1.44M - $1.5M	393K $19.8M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PB	31K New	$59.22 - $74.29 $1.84M - $2.3M	31K $2.23M
FFIN	38.4K New	$28.56 - $39.46 $1.1M - $1.52M	38.4K $1.42M
HYD	6.69K New	$51.46 - $53.07 $344K - $355K	6.69K $355K
ABBV	1.31K New	$163.84 - $199.33 $214K - $261K	1.31K $258K
GLD	1.01K New	$215.56 - $246.98 $218K - $250K	1.01K $245K
ATKR	2.57K New	$82.81 - $152.57 $213K - $393K	2.57K $218K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUB	-7.47K - 12.64%	$104.3 - $106.3 $780K - $794K	51.7K $5.49M
CFR	-3.56K - 49.22%	$97.66 - $119.74 $347K - $426K	3.67K $410K
DFNM	-6.58K - 14.39%	$47.7 - $48.54 $314K - $320K	39.2K $1.9M
MUB	-2.39K - 13.71%	$106.13 - $108.7 $254K - $260K	15K $1.63M
MSFT	-190 - 3.97%	$395.15 - $467.56 $75.1K - $88.8K	4.6K $1.98M
AAPL	-1.88K - 13.02%	$207.23 - $234.82 $389K - $441K	12.5K $2.92M

Activity Summary All Purchases 52 New Holdings 10 Increased Positions 42 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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