Raymond James Financial’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	$6.05M	Sell	181,161 -64,113	-26%	-$2.14M	﹤0.01%	2238
2025 Q1	$7.87M	Buy	245,274 +72,885	+42%	+$2.34M	﹤0.01%	1998
2024 Q4	$7.7M	Buy	+172,389	New	+$7.7M	﹤0.01%	2039