Helen Stephens Group, LLC Purchases and Sells in Q4 2025

Helen Stephens Group, LLC

$463 Million
Q4 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	81.4K + 13.01%	$47.34 - $48.01 $3.85M - $3.91M	707K $33.5M
DFIC	49.9K + 3.76%	$32.24 - $33.72 $1.61M - $1.68M	1.38M $46M
DFUS	26.7K + 3.67%	$71.0 - $74.64 $1.89M - $1.99M	754K $55M
QUAL	5.88K + 2.64%	$191.01 - $199.18 $1.12M - $1.17M	229K $44.5M
JMUB	34.9K + 10.88%	$50.33 - $50.81 $1.76M - $1.77M	356K $18M
JMST	27.9K + 38.81%	$50.85 - $51.0 $1.42M - $1.42M	99.6K $5.07M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PH	539 New	$716.66 - $857.93 $386K - $462K	539 $448K
CRWD	722 New	$482.23 - $557.53 $348K - $403K	722 $388K
TSLA	943 New	$401.99 - $468.37 $379K - $442K	943 $385K
SHOP	2.51K New	$146.04 - $179.01 $367K - $450K	2.51K $366K
QQQM	1.12K New	$242.67 - $261.79 $271K - $292K	1.12K $279K
MA	483 New	$536.85 - $580.45 $259K - $280K	483 $259K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-35.8K - 4.81%	$37.61 - $39.41 $1.35M - $1.41M	709K $27.4M
XOM	-9.64K - 20.99%	$110.64 - $119.78 $1.07M - $1.15M	36.3K $4.27M
PB	-9K - 31.03%	$61.89 - $67.53 $557K - $608K	20K $1.34M
IUSG	-3.23K - 1.61%	$161.21 - $171.97 $521K - $556K	198K $32.7M
VIG	-1.58K - 4.85%	N/A	31K $5.66M
SUB	-2.2K - 9.56%	$106.22 - $106.81 $234K - $235K	20.8K $2.22M

Activity Summary All Purchases 77 New Holdings 17 Increased Positions 60 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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