Natixis Advisors’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 | $3.66M | Sell |
56,546
-1,075
| -2% | -$72K | 0.01% | 925 |
|
|
2025
Q4 | $3.08M | Sell |
57,621
-3,743
| -6% | -$202K | ﹤0.01% | 932 |
|
|
2025
Q3 | $3.2M | Buy |
61,364
+13,976
| +29% | +$653K | ﹤0.01% | 975 |
|
|
2025
Q2 | $1.58M | Sell |
47,388
-21,165
| -31% | -$638K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $2.2M | Buy |
68,553
+13,402
| +24% | +$540K | ﹤0.01% | 1049 |
|
|
2024
Q4 | $2.46M | Buy |
+55,151
| New | +$2.73M | ﹤0.01% | 1029 |
|
|
2017
Q3 | – | Sell |
-66,275
| Closed | -$2.83M | – | 1033 |
|
|
2017
Q2 | $2.83M | Buy |
66,275
+4,549
| +7% | +$183K | 0.03% | 613 |
|
|
2017
Q1 | $2.23M | Buy |
61,726
+23,186
| +60% | +$869K | 0.02% | 668 |
|
|
2016
Q4 | $1.54M | Buy |
38,540
+22,617
| +142% | +$810K | 0.02% | 736 |
|
|
2016
Q3 | $514K | Buy |
15,923
+1,447
| +10% | +$43.7K | 0.01% | 913 |
|
|
2016
Q2 | $430K | Buy |
14,476
+896
| +7% | +$28.3K | 0.01% | 908 |
|
|
2016
Q1 | $451K | Sell |
13,580
-324
| -2% | -$9.54K | 0.01% | 917 |
|
|
2015
Q4 | $441K | Buy |
13,904
+804
| +6% | +$24.7K | 0.01% | 894 |
|
|
2015
Q3 | $360K | Sell |
13,100
-2,281
| -15% | -$74.8K | 0.01% | 930 |
|
|
2015
Q2 | $586K | Buy |
15,381
+114
| +0.7% | +$4.42K | 0.01% | 879 |
|
|
2015
Q1 | $631K | Sell |
15,267
-2,711
| -15% | -$105K | 0.01% | 872 |
|
|
2014
Q4 | $708K | Sell |
17,978
-210
| -1% | -$8.2K | 0.01% | 862 |
|
|
2014
Q3 | $684K | Buy |
18,188
+1,707
| +10% | +$66.8K | 0.01% | 866 |
|
|
2014
Q2 | $669K | Buy |
16,481
+2,957
| +22% | +$117K | 0.01% | 924 |
|
|
2014
Q1 | $586K | Buy |
13,524
+5,744
| +74% | +$234K | 0.01% | 910 |
|
|
2013
Q4 | $318K | Buy |
+7,780
| New | +$307K | 0.01% | 1005 |
|
Other funds holding HLIO
VPM
VCM
CCA
SBF
