Empower Advisory Group’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 | – | Sell |
-6,765
| Closed | -$217K | – | 509 |
|
|
2025
Q1 | $217K | Hold |
6,765
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $302K | Buy |
6,765
+615
| +10% | +$27.5K | ﹤0.01% | 408 |
|
|
2024
Q3 | $293K | Hold |
6,150
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $294K | Hold |
6,150
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $275K | Hold |
6,150
| – | – | ﹤0.01% | 424 |
|
|
2023
Q4 | $279K | Hold |
6,150
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $341K | Hold |
6,150
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $406K | Sell |
6,150
-3,000
| -33% | -$198K | ﹤0.01% | 338 |
|
|
2023
Q1 | $596K | Buy |
+9,150
| New | +$596K | ﹤0.01% | 288 |
|