Raymond James & Associates’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.5M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $3.42M | Sell |
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|
2023
Q1 | $3.42M | Buy |
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|
2022
Q4 | $2.73M | Sell |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $4.21M | Buy |
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|
2021
Q4 | $5.04M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $740K | Buy |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $481K | Buy |
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|
2020
Q1 | $405K | Sell |
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|
2019
Q4 | $518K | Buy |
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|
2019
Q3 | $392K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $237K | Sell |
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|
2018
Q2 | $385K | Buy |
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|
2018
Q1 | $347K | Sell |
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|
2017
Q4 | $447K | Buy |
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|
2017
Q3 | $326K | Sell |
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|
2017
Q2 | $300K | Buy |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q4 | $255K | Sell |
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|
2016
Q3 | $225K | Sell |
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|
2016
Q2 | $212K | Buy |
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|
2016
Q1 | $204K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.45M | Sell |
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|
2014
Q3 | $1.73M | Sell |
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|
2014
Q2 | $1.9M | Buy |
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|
2014
Q1 | $1.62M | Sell |
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|
2013
Q4 | $1.65M | Buy |
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|
2013
Q3 | $1.26M | Buy |
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|
2013
Q2 | $761K | Buy |
|