Mather Group’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 | – | Sell |
-43
| Closed | -$1.38K | – | 1076 |
|
|
2025
Q1 | $1.38K | Hold |
43
| – | – | ﹤0.01% | 1607 |
|
|
2024
Q4 | $1.92K | Sell |
43
-22
| -34% | -$982 | ﹤0.01% | 1546 |
|
|
2024
Q3 | $3.1K | Hold |
65
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q2 | $2.91K | Hold |
65
| – | – | ﹤0.01% | 1779 |
|
|
2024
Q1 | $2.95K | Buy |
+65
| New | +$2.95K | ﹤0.01% | 1463 |
|