Comerica Bank’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
Q4 | $7.03M | Sell |
131,458
-4,119
| -3% | -$222K | 0.03% | 452 |
|
|
2025
Q3 | $7.07M | Sell |
135,577
-18,395
| -12% | -$859K | 0.03% | 543 |
|
|
2025
Q2 | $5.14M | Sell |
153,972
-6,375
| -4% | -$192K | 0.02% | 666 |
|
|
2025
Q1 | $5.15M | Sell |
160,347
-1,263
| -0.8% | -$50.9K | 0.02% | 655 |
|
|
2024
Q4 | $7.21M | Buy |
161,610
+2,117
| +1% | +$105K | 0.03% | 532 |
|
|
2024
Q3 | $7.61M | Buy |
159,493
+9,084
| +6% | +$399K | 0.03% | 519 |
|
|
2024
Q2 | $7.18M | Buy |
150,409
+11,014
| +8% | +$527K | 0.03% | 518 |
|
|
2024
Q1 | $6.23M | Sell |
139,395
-6,670
| -5% | -$286K | 0.03% | 606 |
|
|
2023
Q4 | $6.62M | Sell |
146,065
-5,183
| -3% | -$239K | 0.03% | 553 |
|
|
2023
Q3 | $8.39M | Buy |
151,248
+17,180
| +13% | +$1.02M | 0.04% | 414 |
|
|
2023
Q2 | $0 | Buy |
+134,068
| New | +$7.94M | ﹤0.01% | 869 |
|
|
2022
Q4 | $8.14M | Hold |
134,128
| – | – | 0.06% | 351 |
|
|
2022
Q3 | $7.1M | Hold |
134,128
| – | – | 0.06% | 350 |
|
|
2022
Q2 | $8.39M | Buy |
134,128
+11,847
| +10% | +$822K | 0.07% | 309 |
|
|
2022
Q1 | $9.11M | Buy |
122,281
+2,547
| +2% | +$203K | 0.07% | 313 |
|
|
2021
Q4 | $9.28M | Buy |
119,734
+7,694
| +7% | +$748K | 0.07% | 294 |
|
|
2021
Q3 | $10.1M | Buy |
112,040
+11,453
| +11% | +$934K | 0.06% | 345 |
|
|
2021
Q2 | $7.93M | Sell |
100,587
-2,245
| -2% | -$164K | 0.05% | 452 |
|
|
2021
Q1 | $7.43M | Buy |
102,832
+6,158
| +6% | +$394K | 0.04% | 500 |
|
|
2020
Q4 | $5.66M | Buy |
96,674
+6,732
| +7% | +$317K | 0.04% | 621 |
|
|
2020
Q3 | $3.97M | Buy |
89,942
+37,497
| +71% | +$1.45M | 0.03% | 711 |
|
|
2020
Q2 | $1.91M | Sell |
52,445
-13,525
| -21% | -$461K | 0.01% | 1110 |
|
|
2020
Q1 | $2.02M | Buy |
65,970
+9,922
| +18% | +$422K | 0.02% | 909 |
|
|
2019
Q4 | $2.53M | Sell |
56,048
-1,500
| -3% | -$64.4K | 0.02% | 972 |
|
|
2019
Q3 | $2.32M | Buy |
57,548
+21,919
| +62% | +$954K | 0.02% | 998 |
|
|
2019
Q2 | $1.64M | Hold |
35,629
| – | – | 0.01% | 1233 |
|
|
2019
Q1 | $1.79M | Hold |
35,629
| – | – | 0.01% | 1196 |
|
|
2018
Q4 | $1.22M | Buy |
35,629
+10,430
| +41% | +$441K | 0.01% | 1426 |
|
|
2018
Q3 | $1.15M | Hold |
25,199
| – | – | 0.01% | 1509 |
|
|
2018
Q2 | $1.24M | Sell |
25,199
-2,091
| -8% | -$106K | 0.01% | 1549 |
|
|
2018
Q1 | $1.48M | Buy |
27,290
+7,519
| +38% | +$443K | 0.01% | 1414 |
|
|
2017
Q4 | $1.34M | Buy |
19,771
+9,100
| +85% | +$532K | 0.01% | 1494 |
|
|
2017
Q3 | $602K | Buy |
+10,671
| New | +$495K | ﹤0.01% | 1832 |
|
Other funds holding HLIO
CCA
SBF
