Royce & 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.9M | Sell |
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2025
Q1 | $14M | Buy |
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2024
Q4 | $19.4M | Buy |
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2024
Q3 | $18.5M | Buy |
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2024
Q2 | $13.8M | Sell |
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2024
Q1 | $13.2M | Buy |
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2023
Q4 | $13.2M | Buy |
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2023
Q3 | $14.4M | Buy |
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2023
Q2 | $13.9M | Buy |
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2023
Q1 | $13.1M | Buy |
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2022
Q4 | $10.9M | Sell |
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2022
Q3 | $12.3M | Hold |
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2022
Q2 | $16.1M | Hold |
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2022
Q1 | $19.5M | Sell |
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2021
Q4 | $32.3M | Sell |
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2021
Q3 | $45.5M | Sell |
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2021
Q2 | $47.9M | Sell |
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2021
Q1 | $60M | Sell |
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2020
Q4 | $54.4M | Sell |
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2020
Q3 | $39.3M | Buy |
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2020
Q2 | $40M | Sell |
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2020
Q1 | $50.4M | Sell |
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2019
Q4 | $67.3M | Sell |
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2019
Q3 | $70.7M | Sell |
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2019
Q2 | $87.9M | Sell |
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2019
Q1 | $92.8M | Sell |
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2018
Q4 | $70.5M | Sell |
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2018
Q3 | $126M | Sell |
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2018
Q2 | $113M | Buy |
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2018
Q1 | $124M | Buy |
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2017
Q4 | $139M | Sell |
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2017
Q3 | $122M | Buy |
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2017
Q2 | $90.8M | Buy |
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2017
Q1 | $75.9M | Sell |
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2016
Q4 | $86.4M | Sell |
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2016
Q3 | $71.9M | Sell |
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2016
Q2 | $66.3M | Sell |
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2016
Q1 | $80.3M | Sell |
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2015
Q4 | $90.5M | Sell |
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2015
Q3 | $79.1M | Buy |
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2015
Q2 | $104M | Buy |
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2015
Q1 | $109M | Buy |
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2014
Q4 | $86.3M | Buy |
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2014
Q3 | $74.9M | Buy |
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2014
Q2 | $70.5M | Buy |
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2014
Q1 | $74.2M | Buy |
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2013
Q4 | $68M | Buy |
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2013
Q3 | $59M | Sell |
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2013
Q2 | $53M | Buy |
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