Aviance Capital Partners’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
Q3 | $369K | Hold |
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|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $386K | Hold |
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $470K | Hold |
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|
2022
Q1 | $569K | Hold |
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|
2021
Q4 | $745K | Hold |
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|
2021
Q3 | $582K | Hold |
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|
2021
Q2 | $553K | Hold |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $258K | Hold |
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|
2020
Q2 | $264K | Hold |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $288K | Hold |
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|
2019
Q2 | $329K | Hold |
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|
2019
Q1 | $330K | Hold |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $388K | Hold |
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|
2018
Q2 | $341K | Hold |
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|
2018
Q1 | $379K | Hold |
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|
2017
Q4 | $458K | Hold |
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|
2017
Q3 | $383K | Hold |
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|
2017
Q2 | $302K | Hold |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $229K | Hold |
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|
2016
Q2 | $210K | Hold |
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|
2016
Q1 | $235K | Hold |
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|
2015
Q4 | $225K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $270K | Hold |
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|
2015
Q1 | $293K | Hold |
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|
2014
Q4 | $279K | Hold |
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|
2014
Q3 | $266K | Hold |
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|
2014
Q2 | $288K | Hold |
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|
2014
Q1 | $307K | Hold |
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|
2013
Q4 | $289K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $222K | Buy |
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