CCMINC
Cardinal Capital Management Inc (North Carolina)’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,310
| Closed | -$812K | – | 131 |
|
|
2025
Q1 | $812K | Buy |
25,310
+2,091
| +9% | +$67.1K | 0.13% | 126 |
|
|
2024
Q4 | $1.04M | Buy |
23,219
+1,000
| +5% | +$44.6K | 0.16% | 122 |
|
|
2024
Q3 | $1.06M | Buy |
22,219
+2,866
| +15% | +$137K | 0.16% | 120 |
|
|
2024
Q2 | $924K | Buy |
19,353
+702
| +4% | +$33.5K | 0.16% | 121 |
|
|
2024
Q1 | $834K | Buy |
+18,651
| New | +$834K | 0.14% | 129 |
|