Concourse Financial Group Securities’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3616 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4942 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$47 | – | 4924 |
|
|
2024
Q2 | $47 | Sell |
1
-14
| -93% | -$658 | ﹤0.01% | 2277 |
|
|
2024
Q1 | $670 | Buy |
+15
| New | +$670 | ﹤0.01% | 2184 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4907 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4833 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4763 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4627 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4602 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4402 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4433 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4365 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4426 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4327 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4203 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4106 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4008 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3848 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3740 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3745 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3704 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3451 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3723 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3687 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3564 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3200 |
|