LPL Financial’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $440K | Buy |
6,801
+1,112
| +20% | +$74.5K | ﹤0.01% | 4881 |
|
|
2025
Q4 | $304K | Buy |
5,689
+274
| +5% | +$14.8K | ﹤0.01% | 5136 |
|
|
2025
Q3 | $282K | Buy |
+5,415
| New | +$253K | ﹤0.01% | 5093 |
|
|
2024
Q1 | – | Sell |
-5,341
| Closed | -$242K | – | 4969 |
|
|
2023
Q4 | $242K | Buy |
5,341
+1,302
| +32% | +$60.2K | ﹤0.01% | 4249 |
|
|
2023
Q3 | $224K | Sell |
4,039
-12,725
| -76% | -$756K | ﹤0.01% | 4151 |
|
|
2023
Q2 | $1.11M | Buy |
16,764
+264
| +2% | +$15.6K | ﹤0.01% | 2756 |
|
|
2023
Q1 | $1.08M | Buy |
16,500
+2,511
| +18% | +$163K | ﹤0.01% | 2692 |
|
|
2022
Q4 | $773K | Sell |
13,989
-78
| -0.6% | -$4.2K | ﹤0.01% | 2855 |
|
|
2022
Q3 | $712K | Buy |
14,067
+831
| +6% | +$50.2K | ﹤0.01% | 2816 |
|
|
2022
Q2 | $848K | Buy |
13,236
+903
| +7% | +$62.6K | ﹤0.01% | 2715 |
|
|
2022
Q1 | $953K | Buy |
12,333
+2,592
| +27% | +$207K | ﹤0.01% | 2652 |
|
|
2021
Q4 | $1.02M | Buy |
9,741
+3,552
| +57% | +$345K | ﹤0.01% | 2637 |
|
|
2021
Q3 | $531K | Buy |
6,189
+485
| +9% | +$39.6K | ﹤0.01% | 3164 |
|
|
2021
Q2 | $445K | Buy |
5,704
+999
| +21% | +$73.1K | ﹤0.01% | 3266 |
|
|
2021
Q1 | $343K | Sell |
4,705
-54
| -1% | -$3.45K | ﹤0.01% | 3365 |
|
|
2020
Q4 | $254K | Buy |
+4,759
| New | +$224K | ﹤0.01% | 3341 |
|
|
2020
Q2 | – | Sell |
-5,454
| Closed | -$207K | – | 3477 |
|
|
2020
Q1 | $207K | Sell |
5,454
-244
| -4% | -$10.4K | ﹤0.01% | 2782 |
|
|
2019
Q4 | $263K | Sell |
5,698
-1,186
| -17% | -$50.9K | ﹤0.01% | 2878 |
|
|
2019
Q3 | $279K | Buy |
6,884
+70
| +1% | +$3.05K | ﹤0.01% | 2738 |
|
|
2019
Q2 | $318K | Buy |
6,814
+531
| +8% | +$24.8K | ﹤0.01% | 2651 |
|
|
2019
Q1 | $299K | Buy |
6,283
+103
| +2% | +$4.12K | ﹤0.01% | 2639 |
|
|
2018
Q4 | $205K | Buy |
6,180
+113
| +2% | +$4.78K | ﹤0.01% | 2789 |
|
|
2018
Q3 | $332K | Sell |
6,067
-76
| -1% | -$3.85K | ﹤0.01% | 2590 |
|
|
2018
Q2 | $296K | Buy |
6,143
+693
| +13% | +$35K | ﹤0.01% | 2660 |
|
|
2018
Q1 | $291K | Buy |
+5,450
| New | +$321K | ﹤0.01% | 2637 |
|
Other funds holding HLIO
VPM
VCM
CCA
SBF
