Amalgamated Bank’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
1,169
| – | – | ﹤0.01% | 1894 |
|
|
2025
Q1 | $38K | Buy |
1,169
+4
| +0.3% | +$130 | ﹤0.01% | 1860 |
|
|
2024
Q4 | $52K | Hold |
1,165
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q3 | $56K | Hold |
1,165
| – | – | ﹤0.01% | 1814 |
|
|
2024
Q2 | $56K | Buy |
1,165
+51
| +5% | +$2.45K | ﹤0.01% | 1831 |
|
|
2024
Q1 | $50K | Sell |
1,114
-3,537
| -76% | -$159K | ﹤0.01% | 1869 |
|
|
2023
Q4 | $211K | Sell |
4,651
-331
| -7% | -$15K | ﹤0.01% | 1780 |
|
|
2023
Q3 | $276K | Hold |
4,982
| – | – | ﹤0.01% | 1665 |
|
|
2023
Q2 | $329K | Buy |
4,982
+370
| +8% | +$24.4K | ﹤0.01% | 1625 |
|
|
2023
Q1 | $302K | Sell |
4,612
-798
| -15% | -$52.3K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $295K | Buy |
5,410
+175
| +3% | +$9.54K | ﹤0.01% | 1702 |
|
|
2022
Q3 | $265K | Buy |
5,235
+80
| +2% | +$4.05K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $342K | Sell |
5,155
-139
| -3% | -$9.22K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $425K | Sell |
5,294
-398
| -7% | -$32K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $599K | Sell |
5,692
-62
| -1% | -$6.53K | ﹤0.01% | 1497 |
|
|
2021
Q3 | $472K | Sell |
5,754
-354
| -6% | -$29K | ﹤0.01% | 1607 |
|
|
2021
Q2 | $477K | Buy |
6,108
+2,753
| +82% | +$215K | ﹤0.01% | 1671 |
|
|
2021
Q1 | $244K | Buy |
+3,355
| New | +$244K | 0.01% | 1371 |
|
|
2020
Q1 | – | Sell |
-5,511
| Closed | -$255K | – | 1722 |
|
|
2019
Q4 | $255K | Buy |
5,511
+290
| +6% | +$13.4K | ﹤0.01% | 1502 |
|
|
2019
Q3 | $212K | Sell |
5,221
-36
| -0.7% | -$1.46K | ﹤0.01% | 1513 |
|
|
2019
Q2 | $244K | Buy |
5,257
+848
| +19% | +$39.4K | 0.01% | 1475 |
|
|
2019
Q1 | $205K | Buy |
+4,409
| New | +$205K | 0.01% | 1497 |
|
|
2018
Q3 | – | Sell |
-4,378
| Closed | -$211K | – | 1521 |
|
|
2018
Q2 | $211K | Buy |
+4,378
| New | +$211K | 0.01% | 1547 |
|
|
2018
Q1 | – | Sell |
-3,213
| Closed | -$208K | – | 1629 |
|
|
2017
Q4 | $208K | Buy |
+3,213
| New | +$208K | 0.01% | 1486 |
|