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
2026 Q1	$457K	Hold	7,068	–	–	0.02%	604
2025 Q4	$378K	Buy	+7,068	New	+$381K	0.01%	674
2025 Q2	–	Sell	-7,048	Closed	-$226K	–	2845
2025 Q1	$226K	Hold	7,048	–	–	0.01%	782
2024 Q4	$315K	Buy	+7,048	New	+$349K	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	+$303K	0.01%	693
2023 Q4	–	Sell	-7,048	Closed	-$391K	–	764
2023 Q3	$391K	Buy	+7,048	New	+$419K	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	+$685K	0.03%	399