Lazard Asset Management’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 | $37K | Hold |
1,124
| – | – | ﹤0.01% | 2052 |
|
|
2025
Q1 | $36K | Buy |
+1,124
| New | +$36K | ﹤0.01% | 2048 |
|
|
2023
Q1 | – | Sell |
-585
| Closed | -$31K | – | 2410 |
|
|
2022
Q4 | $31K | Hold |
585
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q3 | $29K | Sell |
585
-1,292
| -69% | -$64K | ﹤0.01% | 1988 |
|
|
2022
Q2 | $124K | Buy |
1,877
+630
| +51% | +$41.6K | ﹤0.01% | 1435 |
|
|
2022
Q1 | $100K | Buy |
1,247
+439
| +54% | +$35.2K | ﹤0.01% | 1396 |
|
|
2021
Q4 | $84K | Hold |
808
| – | – | ﹤0.01% | 1510 |
|
|
2021
Q3 | $66K | Buy |
808
+232
| +40% | +$19K | ﹤0.01% | 1557 |
|
|
2021
Q2 | $44K | Buy |
+576
| New | +$44K | ﹤0.01% | 1644 |
|