Clearstead 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 | $125K | Hold |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $179K | Hold |
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|
2024
Q2 | $179K | Hold |
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|
2024
Q1 | $192K | Hold |
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|
2023
Q4 | $170K | Sell |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $140K | Hold |
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|
2020
Q1 | $142K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $201K | Hold |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $203K | Buy |
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