Jump Financial’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 | $3.11M | Buy |
93,199
+78,627
| +540% | +$2.62M | 0.03% | 566 |
|
2025
Q1 | $468K | Buy |
+14,572
| New | +$468K | 0.01% | 1100 |
|
2024
Q2 | – | Sell |
-22,797
| Closed | -$1.02M | – | 1989 |
|
2024
Q1 | $1.02M | Sell |
22,797
-2,770
| -11% | -$124K | 0.03% | 789 |
|
2023
Q4 | $1.16M | Buy |
+25,567
| New | +$1.16M | 0.04% | 632 |
|
2022
Q4 | – | Sell |
-14,900
| Closed | -$754K | – | 1762 |
|
2022
Q3 | $754K | Buy |
14,900
+9,500
| +176% | +$481K | 0.03% | 731 |
|
2022
Q2 | $358K | Sell |
5,400
-2,300
| -30% | -$152K | 0.02% | 994 |
|
2022
Q1 | $618K | Buy |
+7,700
| New | +$618K | 0.03% | 714 |
|