Ceredex Value 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 | $13.9M | Buy |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $9.82M | Buy |
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|
2024
Q3 | $4.19M | Sell |
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|
2024
Q2 | $8.96M | Sell |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $40.9K | Hold |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $7.51M | Sell |
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|
2022
Q2 | $10M | Buy |
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|
2022
Q1 | $7.63M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8.6M | Sell |
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|
2018
Q3 | $18.8M | Sell |
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|
2018
Q2 | $17.4M | Sell |
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|
2018
Q1 | $20.4M | Buy |
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