Lindbrook Capital’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40
| Closed | -$1.79K | – | 2852 |
|
|
2024
Q4 | $1.79K | Hold |
40
| – | – | ﹤0.01% | 2336 |
|
|
2024
Q3 | $1.91K | Buy |
+40
| New | +$1.91K | ﹤0.01% | 2361 |
|
|
2023
Q2 | – | Sell |
-13
| Closed | -$850 | – | 2792 |
|
|
2023
Q1 | $850 | Buy |
13
+4
| +44% | +$262 | ﹤0.01% | 2491 |
|
|
2022
Q4 | $490 | Sell |
9
-17
| -65% | -$926 | ﹤0.01% | 2605 |
|
|
2022
Q3 | $1K | Buy |
26
+18
| +225% | +$692 | ﹤0.01% | 2346 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2258 |
|