Pinnacle Associates’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 | $1.07M | Buy |
31,926
+14,184
| +80% | +$473K | 0.02% | 490 |
|
|
2025
Q1 | $569K | Buy |
17,742
+6,325
| +55% | +$203K | 0.01% | 585 |
|
|
2024
Q4 | $510K | Sell |
11,417
-8,025
| -41% | -$358K | 0.01% | 602 |
|
|
2024
Q3 | $882K | Buy |
19,442
+7,570
| +64% | +$343K | 0.02% | 486 |
|
|
2024
Q2 | $567K | Sell |
11,872
-6,720
| -36% | -$321K | 0.01% | 559 |
|
|
2024
Q1 | $831K | Sell |
18,592
-850
| -4% | -$38K | 0.01% | 503 |
|
|
2023
Q4 | $882K | Sell |
19,442
-55
| -0.3% | -$2.49K | 0.01% | 494 |
|
|
2023
Q3 | $1.08M | Buy |
19,497
+200
| +1% | +$11.1K | 0.02% | 446 |
|
|
2023
Q2 | $1.28M | Buy |
+19,297
| New | +$1.28M | 0.02% | 432 |
|