Inspire Investing’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 | $390K | Buy |
11,682
+994
| +9% | +$33.2K | 0.04% | 533 |
|
|
2025
Q1 | $343K | Buy |
10,688
+1,733
| +19% | +$55.6K | 0.04% | 610 |
|
|
2024
Q4 | $400K | Buy |
8,955
+301
| +3% | +$13.4K | 0.04% | 652 |
|
|
2024
Q3 | $413K | Buy |
8,654
+1,372
| +19% | +$65.4K | 0.04% | 528 |
|
|
2024
Q2 | $348K | Sell |
7,282
-849
| -10% | -$40.5K | 0.04% | 715 |
|
|
2024
Q1 | $363K | Buy |
+8,131
| New | +$363K | 0.04% | 429 |
|