CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $51K | Sell |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $27K | Sell |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q4 | $9K | Buy |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Buy |
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