D.A. Davidson & Co’s Helios Technologies HLIO Stock Holding History

D.A. Davidson & Co’s Portfolio HLIO Stock Details HLIO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.31M	Buy
2018 Q4	–	Sell
2018 Q3	$223K	Buy
2018 Q1	–	Sell
2017 Q4	$320K	Buy