Sara-Bay Financial’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
Q3 | $62.9M | Sell |
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|
2025
Q2 | $40.5M | Sell |
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|
2025
Q1 | $39.2M | Sell |
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|
2024
Q4 | $54.1M | Buy |
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|
2024
Q3 | $46.3M | Sell |
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|
2024
Q2 | $46.4M | Sell |
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|
2024
Q1 | $43.2M | Sell |
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|
2023
Q4 | $44.6M | Sell |
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|
2023
Q3 | $54.7M | Sell |
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|
2023
Q2 | $65.8M | Sell |
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|
2023
Q1 | $65.9M | Sell |
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|
2022
Q4 | $55.3M | Sell |
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|
2022
Q3 | $51.7M | Sell |
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|
2022
Q2 | $75.8M | Sell |
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|
2022
Q1 | $92.8M | Sell |
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|
2021
Q4 | $122M | Buy |
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|
2021
Q3 | $81.4M | Sell |
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|
2021
Q2 | $77.7M | Sell |
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|
2021
Q1 | $72.7M | Sell |
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|
2020
Q4 | $54.9M | Sell |
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|
2020
Q3 | $45.3M | Sell |
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|
2020
Q2 | $46.1M | Buy |
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