Cullen/Frost Bankers’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-80
| Closed | -$5.29K | – | 1175 |
|
2023
Q2 | $5.29K | Sell |
80
-119
| -60% | -$7.86K | ﹤0.01% | 979 |
|
2023
Q1 | $13K | Buy |
199
+119
| +149% | +$7.78K | ﹤0.01% | 913 |
|
2022
Q4 | $4.36K | Hold |
80
| – | – | ﹤0.01% | 982 |
|
2022
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 1018 |
|
2022
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 960 |
|
2022
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 989 |
|
2021
Q4 | $8K | Hold |
80
| – | – | ﹤0.01% | 988 |
|
2021
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 1091 |
|
2021
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 1101 |
|
2021
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 965 |
|
2020
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 965 |
|