Allworth Financial’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
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|
2025
Q1 | $11.2K | Buy |
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|
2024
Q4 | $2.65K | Sell |
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|
2024
Q3 | $3.44K | Sell |
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|
2024
Q2 | $3.31K | Buy |
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|
2024
Q1 | $2.95K | Buy |
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|
2023
Q4 | $137 | Hold |
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|
2023
Q3 | $167 | Hold |
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|
2023
Q2 | $199 | Hold |
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|
2023
Q1 | $197 | Hold |
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|
2022
Q4 | $163 | Buy |
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