Bell Investment Advisors’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	$648	Hold	10	–	–	﹤0.01%	1652
2025 Q4	$535	Hold	10	–	–	﹤0.01%	1726
2025 Q3	$522	Hold	10	–	–	﹤0.01%	1753
2025 Q2	$334	Hold	10	–	–	﹤0.01%	1824
2025 Q1	$321	Hold	10	–	–	﹤0.01%	1842
2024 Q4	$447	Hold	10	–	–	﹤0.01%	1805
2024 Q3	$477	Hold	10	–	–	﹤0.01%	1790
2024 Q2	$478	Hold	10	–	–	﹤0.01%	1831
2024 Q1	$447	Hold	10	–	–	﹤0.01%	1851
2023 Q4	$454	Hold	10	–	–	﹤0.01%	1856
2023 Q3	$555	Sell	10 -10	-50%	-$594	﹤0.01%	1750
2023 Q2	$1.32K	Sell	20 -9	-31%	-$533	﹤0.01%	1488
2023 Q1	$1.9K	Sell	29 -37	-56%	-$2.41K	﹤0.01%	1297
2022 Q4	$3.59K	Buy	66 +20	+43%	+$1.08K	﹤0.01%	980
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	1119
2022 Q2	$3K	Buy	+46	New	+$3.19K	﹤0.01%	949
2021 Q4	$5K	Buy	+46	New	+$4.47K	﹤0.01%	764