Ameritas Advisory Services’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 | – | Sell |
-7,048
| Closed | -$226K | – | 2845 |
|
|
2025
Q1 | $226K | Hold |
7,048
| – | – | 0.01% | 782 |
|
|
2024
Q4 | $315K | Buy |
+7,048
| New | +$315K | 0.01% | 713 |
|
|
2024
Q3 | – | Sell |
-7,048
| Closed | -$337K | – | 887 |
|
|
2024
Q2 | $337K | Hold |
7,048
| – | – | 0.01% | 700 |
|
|
2024
Q1 | $315K | Buy |
+7,048
| New | +$315K | 0.01% | 693 |
|
|
2023
Q4 | – | Sell |
-7,048
| Closed | -$391K | – | 764 |
|
|
2023
Q3 | $391K | Buy |
+7,048
| New | +$391K | 0.02% | 563 |
|
|
2023
Q2 | – | Sell |
-7,048
| Closed | -$435K | – | 1422 |
|
|
2023
Q1 | $435K | Hold |
7,048
| – | – | 0.02% | 523 |
|
|
2022
Q4 | $384K | Hold |
7,048
| – | – | 0.02% | 625 |
|
|
2022
Q3 | $357K | Hold |
7,048
| – | – | 0.02% | 528 |
|
|
2022
Q2 | $467K | Hold |
7,048
| – | – | 0.03% | 474 |
|
|
2022
Q1 | $566K | Hold |
7,048
| – | – | 0.02% | 470 |
|
|
2021
Q4 | $741K | Buy |
+7,048
| New | +$741K | 0.03% | 399 |
|