Goldman Sachs’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 | $9.72M | Buy |
291,392
+147,582
| +103% | +$4.92M | ﹤0.01% | 2295 |
|
2025
Q1 | $4.61M | Buy |
143,810
+17,914
| +14% | +$575K | ﹤0.01% | 2809 |
|
2024
Q4 | $5.62M | Buy |
125,896
+4,331
| +4% | +$193K | ﹤0.01% | 2766 |
|
2024
Q3 | $5.8M | Buy |
121,565
+14,858
| +14% | +$709K | ﹤0.01% | 2652 |
|
2024
Q2 | $5.1M | Buy |
106,707
+13,394
| +14% | +$640K | ﹤0.01% | 2593 |
|
2024
Q1 | $4.17M | Buy |
93,313
+65,558
| +236% | +$2.93M | ﹤0.01% | 2724 |
|
2023
Q4 | $1.26M | Sell |
27,755
-898
| -3% | -$40.7K | ﹤0.01% | 3494 |
|
2023
Q3 | $1.59M | Sell |
28,653
-10,942
| -28% | -$607K | ﹤0.01% | 3236 |
|
2023
Q2 | $2.62M | Buy |
39,595
+6,306
| +19% | +$417K | ﹤0.01% | 3029 |
|
2023
Q1 | $2.18M | Buy |
33,289
+4,701
| +16% | +$307K | ﹤0.01% | 3151 |
|
2022
Q4 | $1.56M | Sell |
28,588
-99,645
| -78% | -$5.42M | ﹤0.01% | 3429 |
|
2022
Q3 | $6.49M | Buy |
128,233
+102,414
| +397% | +$5.18M | ﹤0.01% | 2451 |
|
2022
Q2 | $1.71M | Sell |
25,819
-680
| -3% | -$45K | ﹤0.01% | 3558 |
|
2022
Q1 | $2.13M | Sell |
26,499
-8,598
| -24% | -$690K | ﹤0.01% | 3540 |
|
2021
Q4 | $3.69M | Buy |
35,097
+19,061
| +119% | +$2M | ﹤0.01% | 3049 |
|
2021
Q3 | $1.32M | Sell |
16,036
-4,252
| -21% | -$349K | ﹤0.01% | 3796 |
|
2021
Q2 | $1.58M | Buy |
20,288
+3,870
| +24% | +$302K | ﹤0.01% | 3687 |
|
2021
Q1 | $1.2M | Sell |
16,418
-48,145
| -75% | -$3.51M | ﹤0.01% | 3778 |
|
2020
Q4 | $3.44M | Buy |
64,563
+28,573
| +79% | +$1.52M | ﹤0.01% | 2710 |
|
2020
Q3 | $1.31M | Sell |
35,990
-4,097
| -10% | -$149K | ﹤0.01% | 3152 |
|
2020
Q2 | $1.49M | Sell |
40,087
-30,959
| -44% | -$1.15M | ﹤0.01% | 2999 |
|
2020
Q1 | $2.69M | Buy |
71,046
+18,749
| +36% | +$711K | ﹤0.01% | 2596 |
|
2019
Q4 | $2.42M | Buy |
52,297
+34,254
| +190% | +$1.58M | ﹤0.01% | 2839 |
|
2019
Q3 | $732K | Sell |
18,043
-11,863
| -40% | -$481K | ﹤0.01% | 3417 |
|
2019
Q2 | $1.39M | Sell |
29,906
-8,234
| -22% | -$382K | ﹤0.01% | 3000 |
|
2019
Q1 | $1.77M | Sell |
38,140
-1,073
| -3% | -$49.9K | ﹤0.01% | 3001 |
|
2018
Q4 | $1.3M | Buy |
39,213
+1,631
| +4% | +$54.1K | ﹤0.01% | 3020 |
|
2018
Q3 | $2.06M | Buy |
37,582
+2,379
| +7% | +$130K | ﹤0.01% | 2866 |
|
2018
Q2 | $1.7M | Buy |
35,203
+2,619
| +8% | +$126K | ﹤0.01% | 2948 |
|
2018
Q1 | $1.75M | Sell |
32,584
-13,139
| -29% | -$704K | ﹤0.01% | 2942 |
|
2017
Q4 | $2.96M | Buy |
45,723
+17,060
| +60% | +$1.1M | ﹤0.01% | 2611 |
|
2017
Q3 | $1.55M | Buy |
28,663
+5,053
| +21% | +$273K | ﹤0.01% | 3003 |
|
2017
Q2 | $1.01M | Buy |
23,610
+571
| +2% | +$24.4K | ﹤0.01% | 3142 |
|
2017
Q1 | $832K | Sell |
23,039
-8,936
| -28% | -$323K | ﹤0.01% | 3214 |
|
2016
Q4 | $1.28M | Sell |
31,975
-1,437
| -4% | -$57.4K | ﹤0.01% | 2958 |
|
2016
Q3 | $1.08M | Buy |
33,412
+7,042
| +27% | +$227K | ﹤0.01% | 3015 |
|
2016
Q2 | $783K | Buy |
26,370
+6,614
| +33% | +$196K | ﹤0.01% | 3077 |
|
2016
Q1 | $656K | Buy |
19,756
+10,979
| +125% | +$365K | ﹤0.01% | 3072 |
|
2015
Q4 | $278K | Sell |
8,777
-1,465
| -14% | -$46.4K | ﹤0.01% | 3549 |
|
2015
Q3 | $281K | Sell |
10,242
-919
| -8% | -$25.2K | ﹤0.01% | 3645 |
|
2015
Q2 | $425K | Sell |
11,161
-14,661
| -57% | -$558K | ﹤0.01% | 3454 |
|
2015
Q1 | $1.07M | Buy |
25,822
+4,777
| +23% | +$198K | ﹤0.01% | 2868 |
|
2014
Q4 | $829K | Buy |
21,045
+1,408
| +7% | +$55.5K | ﹤0.01% | 3063 |
|
2014
Q3 | $738K | Sell |
19,637
-259
| -1% | -$9.73K | ﹤0.01% | 3089 |
|
2014
Q2 | $808K | Sell |
19,896
-2,718
| -12% | -$110K | ﹤0.01% | 3088 |
|
2014
Q1 | $979K | Sell |
22,614
-26,798
| -54% | -$1.16M | ﹤0.01% | 2997 |
|
2013
Q4 | $2.02M | Sell |
49,412
-45,713
| -48% | -$1.87M | ﹤0.01% | 2629 |
|
2013
Q3 | $3.45M | Buy |
95,125
+2,863
| +3% | +$104K | ﹤0.01% | 2156 |
|
2013
Q2 | $2.89M | Buy |
+92,262
| New | +$2.89M | ﹤0.01% | 2129 |
|