Clean Yield Group’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 | $215K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $542K | Hold |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $528K | Hold |
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|
2023
Q3 | $647K | Hold |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $771K | Sell |
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|
2022
Q4 | $674K | Hold |
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|
2022
Q3 | $626K | Hold |
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|
2022
Q2 | $820K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1M | Hold |
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|
2021
Q1 | $938K | Sell |
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|
2020
Q4 | $697K | Hold |
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|
2020
Q3 | $476K | Hold |
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|
2020
Q2 | $487K | Sell |
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|
2020
Q1 | $505K | Sell |
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|
2019
Q4 | $620K | Sell |
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|
2019
Q3 | $550K | Sell |
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|
2019
Q2 | $636K | Hold |
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|
2019
Q1 | $637K | Sell |
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|
2018
Q4 | $503K | Sell |
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|
2018
Q3 | $875K | Sell |
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|
2018
Q2 | $849K | Sell |
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|
2018
Q1 | $984K | Sell |
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|
2017
Q4 | $1.48M | Sell |
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|
2017
Q3 | $1.31M | Hold |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $921K | Sell |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $870K | Sell |
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|
2016
Q2 | $819K | Sell |
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|
2016
Q1 | $949K | Sell |
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|
2015
Q4 | $1.44M | Sell |
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|
2015
Q3 | $1.95M | Sell |
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|
2015
Q2 | $2.52M | Sell |
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|
2015
Q1 | $3.81M | Sell |
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|
2014
Q4 | $4.26M | Sell |
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|
2014
Q3 | $4.15M | Sell |
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|
2014
Q2 | $4.57M | Sell |
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|
2014
Q1 | $5M | Sell |
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|
2013
Q4 | $4.81M | Sell |
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|
2013
Q3 | $4.37M | Sell |
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|
2013
Q2 | $3.8M | Buy |
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