Global Financial Private Client’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
-3
Closed -$96 810
2025
Q1
$96 Buy
3
+2
+200% +$64 ﹤0.01% 1609
2024
Q4
$45 Buy
+1
New +$45 ﹤0.01% 1595