Procyon Advisors’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 |
-10,267
| Closed | -$329K | – | 534 |
|
|
2025
Q1 | $329K | Buy |
10,267
+799
| +8% | +$25.6K | 0.02% | 466 |
|
|
2024
Q4 | $423K | Sell |
9,468
-1,292
| -12% | -$57.7K | 0.03% | 360 |
|
|
2024
Q3 | $513K | Buy |
10,760
+3,480
| +48% | +$166K | 0.04% | 328 |
|
|
2024
Q2 | $348K | Buy |
7,280
+2,564
| +54% | +$122K | 0.03% | 388 |
|
|
2024
Q1 | $211K | Buy |
+4,716
| New | +$211K | 0.02% | 483 |
|