Ameritas Advisory Services’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 | – | Sell |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $357K | Hold |
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|
2022
Q2 | $467K | Hold |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $741K | Buy |
|