Envestnet Asset Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Sell |
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|
2025
Q1 | $3.91M | Buy |
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|
2024
Q4 | $4.17M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $621K | Buy |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $716K | Buy |
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|
2021
Q2 | $595K | Buy |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q4 | $334K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $239K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $403K | Buy |
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|
2018
Q1 | $423K | Buy |
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|
2017
Q4 | $433K | Buy |
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|
2017
Q3 | $343K | Sell |
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|
2017
Q2 | $346K | Sell |
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|
2017
Q1 | $393K | Buy |
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|
2016
Q4 | $419K | Buy |
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|
2016
Q3 | $297K | Sell |
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|
2016
Q2 | $313K | Buy |
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|
2016
Q1 | $244K | Buy |
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|
2015
Q4 | $204K | Sell |
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|
2015
Q3 | $179K | Sell |
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|
2015
Q2 | $308K | Buy |
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|
2015
Q1 | $279K | Buy |
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|
2014
Q4 | $20K | Sell |
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|
2014
Q3 | $56K | Sell |
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|
2014
Q2 | $832K | Sell |
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|
2014
Q1 | $908K | Sell |
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|
2013
Q4 | $864K | Sell |
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|
2013
Q3 | $807K | Buy |
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|
2013
Q2 | $684K | Buy |
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