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