JPMorgan Chase & Co’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 | $3.02M | Buy |
90,426
+53,211
| +143% | +$1.78M | ﹤0.01% | 3066 |
|
|
2025
Q1 | $1.19M | Sell |
37,215
-78,327
| -68% | -$2.51M | ﹤0.01% | 3562 |
|
|
2024
Q4 | $5.16M | Buy |
115,542
+56,113
| +94% | +$2.5M | ﹤0.01% | 2725 |
|
|
2024
Q3 | $2.83M | Sell |
59,429
-18,506
| -24% | -$883K | ﹤0.01% | 3015 |
|
|
2024
Q2 | $3.72M | Sell |
77,935
-17,505
| -18% | -$836K | ﹤0.01% | 2711 |
|
|
2024
Q1 | $4.27M | Buy |
95,440
+15,138
| +19% | +$677K | ﹤0.01% | 2665 |
|
|
2023
Q4 | $3.64M | Buy |
80,302
+31,564
| +65% | +$1.43M | ﹤0.01% | 2766 |
|
|
2023
Q3 | $2.7M | Sell |
48,738
-7,539
| -13% | -$418K | ﹤0.01% | 2820 |
|
|
2023
Q2 | $3.72M | Buy |
56,277
+3,967
| +8% | +$262K | ﹤0.01% | 2683 |
|
|
2023
Q1 | $3.42M | Buy |
52,310
+8,056
| +18% | +$527K | ﹤0.01% | 2694 |
|
|
2022
Q4 | $2.41M | Buy |
44,254
+3,500
| +9% | +$191K | ﹤0.01% | 2841 |
|
|
2022
Q3 | $2.06M | Buy |
40,754
+295
| +0.7% | +$14.9K | ﹤0.01% | 2882 |
|
|
2022
Q2 | $2.68M | Buy |
40,459
+2,387
| +6% | +$158K | ﹤0.01% | 2818 |
|
|
2022
Q1 | $3.06M | Sell |
38,072
-35,146
| -48% | -$2.82M | ﹤0.01% | 2901 |
|
|
2021
Q4 | $7.7M | Buy |
73,218
+40,549
| +124% | +$4.26M | ﹤0.01% | 2278 |
|
|
2021
Q3 | $2.68M | Sell |
32,669
-37,852
| -54% | -$3.11M | ﹤0.01% | 2984 |
|
|
2021
Q2 | $5.5M | Sell |
70,521
-8,838
| -11% | -$690K | ﹤0.01% | 2579 |
|
|
2021
Q1 | $5.78M | Buy |
79,359
+16,679
| +27% | +$1.22M | ﹤0.01% | 2540 |
|
|
2020
Q4 | $3.34M | Buy |
62,680
+39,956
| +176% | +$2.13M | ﹤0.01% | 2663 |
|
|
2020
Q3 | $839K | Buy |
22,724
+12,045
| +113% | +$445K | ﹤0.01% | 3172 |
|
|
2020
Q2 | $397K | Sell |
10,679
-3,490
| -25% | -$130K | ﹤0.01% | 3381 |
|
|
2020
Q1 | $538K | Sell |
14,169
-17,403
| -55% | -$661K | ﹤0.01% | 3262 |
|
|
2019
Q4 | $1.46M | Buy |
31,572
+21,967
| +229% | +$1.02M | ﹤0.01% | 2869 |
|
|
2019
Q3 | $390K | Buy |
9,605
+1,558
| +19% | +$63.3K | ﹤0.01% | 3443 |
|
|
2019
Q2 | $362K | Buy |
8,047
+1,020
| +15% | +$45.9K | ﹤0.01% | 3506 |
|
|
2019
Q1 | $327K | Sell |
7,027
-2,361
| -25% | -$110K | ﹤0.01% | 3556 |
|
|
2018
Q4 | $312K | Buy |
9,388
+266
| +3% | +$8.84K | ﹤0.01% | 3601 |
|
|
2018
Q3 | $500K | Buy |
9,122
+817
| +10% | +$44.8K | ﹤0.01% | 3493 |
|
|
2018
Q2 | $400K | Buy |
8,305
+267
| +3% | +$12.9K | ﹤0.01% | 3548 |
|
|
2018
Q1 | $431K | Buy |
8,038
+623
| +8% | +$33.4K | ﹤0.01% | 3434 |
|
|
2017
Q4 | $480K | Buy |
7,415
+5,215
| +237% | +$338K | ﹤0.01% | 3368 |
|
|
2017
Q3 | $119K | Hold |
2,200
| – | – | ﹤0.01% | 3597 |
|
|
2017
Q2 | $94K | Sell |
2,200
-18,421
| -89% | -$787K | ﹤0.01% | 3594 |
|
|
2017
Q1 | $744K | Sell |
20,621
-12,989
| -39% | -$469K | ﹤0.01% | 3004 |
|
|
2016
Q4 | $1.34M | Buy |
33,610
+33,310
| +11,103% | +$1.33M | ﹤0.01% | 2871 |
|
|
2016
Q3 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 3849 |
|
|
2013
Q4 | – | Sell |
-8,683
| Closed | -$315K | – | 3677 |
|
|
2013
Q3 | $315K | Sell |
8,683
-1,639
| -16% | -$59.5K | ﹤0.01% | 3504 |
|
|
2013
Q2 | $323K | Buy |
+10,322
| New | +$323K | ﹤0.01% | 3367 |
|