Commonwealth Equity Services’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
11,973
+375
| +3% | +$12.5K | ﹤0.01% | 3342 |
|
|
2025
Q1 | $372K | Buy |
11,598
+21
| +0.2% | +$674 | ﹤0.01% | 3297 |
|
|
2024
Q4 | $517K | Buy |
+11,577
| New | +$517K | ﹤0.01% | 2920 |
|
|
2023
Q4 | – | Sell |
-3,737
| Closed | -$207K | – | 3960 |
|
|
2023
Q3 | $207K | Hold |
3,737
| – | – | ﹤0.01% | 3354 |
|
|
2023
Q2 | $247K | Buy |
+3,737
| New | +$247K | ﹤0.01% | 3206 |
|
|
2022
Q2 | – | Sell |
-2,671
| Closed | -$214K | – | 3731 |
|
|
2022
Q1 | $214K | Buy |
+2,671
| New | +$214K | ﹤0.01% | 3276 |
|