Jones Financial Companies
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Jones Financial Companies’s Helios Technologies HLIO Stock Holding History

Jones Financial Companies’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.36K Sell
100
-30
-23% -$1.01K ﹤0.01% 3278
2025
Q1 		$4.2K Buy
130
+30
+30% +$968 ﹤0.01% 3009
2024
Q4 		$4.46K Sell
100
-111
-53% -$4.96K ﹤0.01% 2789
2024
Q3 		$9.95K Buy
+211
New +$9.95K ﹤0.01% 2209