Granite Investment Partners’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 | $4.27M | Sell |
127,895
-3,619
| -3% | -$121K | 0.21% | 122 |
|
|
2025
Q1 | $4.22M | Sell |
131,514
-8,335
| -6% | -$267K | 0.21% | 125 |
|
|
2024
Q4 | $6.24M | Sell |
139,849
-24,814
| -15% | -$1.11M | 0.27% | 108 |
|
|
2024
Q3 | $7.85M | Sell |
164,663
-1,910
| -1% | -$91.1K | 0.34% | 103 |
|
|
2024
Q2 | $7.95M | Sell |
166,573
-165
| -0.1% | -$7.88K | 0.33% | 101 |
|
|
2024
Q1 | $7.45M | Buy |
166,738
+27,694
| +20% | +$1.24M | 0.28% | 108 |
|
|
2023
Q4 | $6.31M | Sell |
139,044
-82,007
| -37% | -$3.72M | 0.25% | 119 |
|
|
2023
Q3 | $12.3M | Buy |
221,051
+30,911
| +16% | +$1.71M | 0.51% | 73 |
|
|
2023
Q2 | $12.6M | Buy |
190,140
+8,130
| +4% | +$537K | 0.5% | 78 |
|
|
2023
Q1 | $11.9M | Buy |
182,010
+117,027
| +180% | +$7.65M | 0.5% | 75 |
|
|
2022
Q4 | $3.54M | Buy |
+64,983
| New | +$3.54M | 0.15% | 159 |
|
|
2017
Q2 | – | Sell |
-259,054
| Closed | -$9.36M | – | 306 |
|
|
2017
Q1 | $9.36M | Buy |
259,054
+24,118
| +10% | +$871K | 0.64% | 70 |
|
|
2016
Q4 | $9.39M | Sell |
234,936
-8,013
| -3% | -$320K | 0.69% | 58 |
|
|
2016
Q3 | $7.84M | Buy |
242,949
+48,143
| +25% | +$1.55M | 0.58% | 73 |
|
|
2016
Q2 | $5.78M | Buy |
+194,806
| New | +$5.78M | 0.46% | 91 |
|