KTA
Keeley-Teton Advisors’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.11M | Buy |
159,336
+6,829
| +4% | +$219K | 0.62% | 35 |
|
|
2024
Q4 | $6.81M | Sell |
152,507
-3,277
| -2% | -$146K | 0.79% | 24 |
|
|
2024
Q3 | $7.43M | Buy |
155,784
+18,651
| +14% | +$890K | 0.82% | 16 |
|
|
2024
Q2 | $6.55M | Buy |
137,133
+63,442
| +86% | +$3.03M | 0.84% | 20 |
|
|
2024
Q1 | $3.29M | Buy |
+73,691
| New | +$3.29M | 0.41% | 85 |
|