Luther King Capital Management (LKCM)’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.72M | Sell |
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|
2025
Q2 | $2.36M | Hold |
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|
2025
Q1 | $2.27M | Hold |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $3.36M | Buy |
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|
2024
Q2 | $3.33M | Buy |
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|
2024
Q1 | $2.99M | Sell |
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|
2023
Q4 | $3.03M | Sell |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $4.2M | Buy |
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|
2023
Q1 | $4.09M | Buy |
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|
2022
Q4 | $3.4M | Sell |
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|
2022
Q3 | $3.3M | Buy |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $6.79M | Sell |
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|
2021
Q3 | $5.3M | Sell |
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|
2021
Q2 | $5.1M | Hold |
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|
2021
Q1 | $4.76M | Sell |
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|
2020
Q4 | $3.56M | Buy |
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