Allworth Financial’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
517
+114
| +28% | +$3.8K | ﹤0.01% | 2605 |
|
|
2025
Q1 | $11.2K | Buy |
403
+344
| +583% | +$9.58K | ﹤0.01% | 2365 |
|
|
2024
Q4 | $2.65K | Sell |
59
-13
| -18% | -$584 | ﹤0.01% | 3043 |
|
|
2024
Q3 | $3.44K | Sell |
72
-3
| -4% | -$143 | ﹤0.01% | 2731 |
|
|
2024
Q2 | $3.31K | Buy |
75
+9
| +14% | +$397 | ﹤0.01% | 2701 |
|
|
2024
Q1 | $2.95K | Buy |
66
+63
| +2,100% | +$2.82K | ﹤0.01% | 2645 |
|
|
2023
Q4 | $137 | Hold |
3
| – | – | ﹤0.01% | 3326 |
|
|
2023
Q3 | $167 | Hold |
3
| – | – | ﹤0.01% | 3251 |
|
|
2023
Q2 | $199 | Hold |
3
| – | – | ﹤0.01% | 3098 |
|
|
2023
Q1 | $197 | Hold |
3
| – | – | ﹤0.01% | 3011 |
|
|
2022
Q4 | $163 | Buy |
+3
| New | +$163 | ﹤0.01% | 2832 |
|