Commonwealth Equity Services
HLIO icon

Commonwealth Equity Services’s Helios Technologies HLIO Stock Holding History

Commonwealth Equity Services’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$830K Sell
12,820
-251
-2% -$16.8K ﹤0.01% 2761
2025
Q4 		$699K Buy
13,071
+992
+8% +$53.5K ﹤0.01% 2882
2025
Q3 		$630K Buy
12,079
+106
+0.9% +$4.95K ﹤0.01% 2983
2025
Q2 		$400K Buy
11,973
+375
+3% +$11.3K ﹤0.01% 3342
2025
Q1 		$372K Buy
11,598
+21
+0.2% +$846 ﹤0.01% 3297
2024
Q4 		$517K Buy
+11,577
New +$573K ﹤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 +$221K ﹤0.01% 3206
2022
Q2 		– Sell
-2,671
Closed -$214K – 3731
2022
Q1 		$214K Buy
+2,671
New +$213K ﹤0.01% 3276

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