Ameritas Investment Partners’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 | $109K | Hold |
3,258
| – | – | ﹤0.01% | 1696 |
|
|
2025
Q1 | $105K | Hold |
3,258
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q4 | $145K | Hold |
3,258
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q3 | $155K | Hold |
3,258
| – | – | 0.01% | 1501 |
|
|
2024
Q2 | $156K | Hold |
3,258
| – | – | 0.01% | 1438 |
|
|
2024
Q1 | $146K | Hold |
3,258
| – | – | 0.01% | 1505 |
|
|
2023
Q4 | $148K | Hold |
3,258
| – | – | 0.01% | 1469 |
|
|
2023
Q3 | $181K | Buy |
3,258
+551
| +20% | +$30.6K | 0.01% | 1252 |
|
|
2023
Q2 | $179K | Buy |
2,707
+165
| +6% | +$10.9K | 0.01% | 1208 |
|
|
2023
Q1 | $166K | Hold |
2,542
| – | – | 0.01% | 1209 |
|
|
2022
Q4 | $165K | Hold |
2,542
| – | – | 0.01% | 1264 |
|
|
2022
Q3 | $128K | Hold |
2,542
| – | – | 0.01% | 1321 |
|
|
2022
Q2 | $168K | Hold |
2,542
| – | – | 0.01% | 1170 |
|
|
2022
Q1 | $204K | Hold |
2,542
| – | – | 0.01% | 1176 |
|
|
2021
Q4 | $267K | Hold |
2,542
| – | – | 0.01% | 1061 |
|
|
2021
Q3 | $209K | Hold |
2,542
| – | – | 0.01% | 1174 |
|
|
2021
Q2 | $198K | Hold |
2,542
| – | – | 0.01% | 1257 |
|
|
2021
Q1 | $185K | Hold |
2,542
| – | – | 0.01% | 1277 |
|
|
2020
Q4 | $135K | Hold |
2,542
| – | – | 0.01% | 1386 |
|
|
2020
Q3 | $93K | Hold |
2,542
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q2 | $95K | Hold |
2,542
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q1 | $96K | Hold |
2,542
| – | – | 0.01% | 1299 |
|
|
2019
Q4 | $118K | Buy |
2,542
+220
| +9% | +$10.2K | 0.01% | 1412 |
|
|
2019
Q3 | $94K | Hold |
2,322
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q2 | $108K | Hold |
2,322
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q1 | $108K | Hold |
2,322
| – | – | 0.01% | 1424 |
|
|
2018
Q4 | $77K | Hold |
2,322
| – | – | ﹤0.01% | 1562 |
|
|
2018
Q3 | $127K | Hold |
2,322
| – | – | 0.01% | 1384 |
|
|
2018
Q2 | $112K | Hold |
2,322
| – | – | 0.01% | 1471 |
|
|
2018
Q1 | $124K | Buy |
2,322
+248
| +12% | +$13.2K | 0.01% | 1359 |
|
|
2017
Q4 | $134K | Hold |
2,074
| – | – | 0.01% | 1329 |
|
|
2017
Q3 | $99K | Hold |
2,074
| – | – | ﹤0.01% | 1465 |
|
|
2017
Q2 | $88K | Buy |
2,074
+214
| +12% | +$9.08K | ﹤0.01% | 1538 |
|
|
2017
Q1 | $67K | Buy |
+1,860
| New | +$67K | ﹤0.01% | 1652 |
|