SignatureFD’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.4K | Hold |
486
| – | – | ﹤0.01% | 1984 |
|
|
2025
Q4 | $26K | Hold |
486
| – | – | ﹤0.01% | 1997 |
|
|
2025
Q3 | $25.3K | Hold |
486
| – | – | ﹤0.01% | 1997 |
|
|
2025
Q2 | $16.2K | Buy |
486
+67
| +16% | +$2.02K | ﹤0.01% | 2154 |
|
|
2025
Q1 | $13.4K | Sell |
419
-268
| -39% | -$10.8K | ﹤0.01% | 2249 |
|
|
2024
Q4 | $30.7K | Buy |
687
+287
| +72% | +$14.2K | ﹤0.01% | 1839 |
|
|
2024
Q3 | $19.1K | Hold |
400
| – | – | ﹤0.01% | 2066 |
|
|
2024
Q2 | $19.1K | Hold |
400
| – | – | ﹤0.01% | 1992 |
|
|
2024
Q1 | $17.9K | Hold |
400
| – | – | ﹤0.01% | 2048 |
|
|
2023
Q4 | $18.1K | Sell |
400
-267
| -40% | -$12.3K | ﹤0.01% | 1966 |
|
|
2023
Q3 | $37K | Sell |
667
-19
| -3% | -$1.13K | ﹤0.01% | 1542 |
|
|
2023
Q2 | $45.3K | Buy |
686
+148
| +28% | +$8.76K | ﹤0.01% | 1492 |
|
|
2023
Q1 | $35.2K | Buy |
538
+10
| +2% | +$650 | ﹤0.01% | 1567 |
|
|
2022
Q4 | $28.7K | Buy |
528
+23
| +5% | +$1.24K | ﹤0.01% | 1628 |
|
|
2022
Q3 | $26K | Buy |
505
+95
| +23% | +$5.74K | ﹤0.01% | 1613 |
|
|
2022
Q2 | $27K | Buy |
410
+2
| +0.5% | +$139 | ﹤0.01% | 1623 |
|
|
2022
Q1 | $33K | Sell |
408
-16
| -4% | -$1.27K | ﹤0.01% | 1582 |
|
|
2021
Q4 | $45K | Hold |
424
| – | – | ﹤0.01% | 1382 |
|
|
2021
Q3 | $35K | Hold |
424
| – | – | ﹤0.01% | 1487 |
|
|
2021
Q2 | $33K | Buy |
424
+24
| +6% | +$1.76K | ﹤0.01% | 1484 |
|
|
2021
Q1 | $29K | Hold |
400
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q4 | $21K | Hold |
400
| – | – | ﹤0.01% | 1435 |
|
|
2020
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 1487 |
|
|
2020
Q2 | $15K | Sell |
400
-55
| -12% | -$1.88K | ﹤0.01% | 1426 |
|
|
2020
Q1 | $17K | Buy |
455
+24
| +6% | +$1.02K | ﹤0.01% | 1295 |
|
|
2019
Q4 | $20K | Sell |
431
-69
| -14% | -$2.96K | ﹤0.01% | 1276 |
|
|
2019
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1211 |
|
|
2019
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q4 | $17K | Buy |
500
+69
| +16% | +$2.92K | ﹤0.01% | 1197 |
|
|
2018
Q3 | $24K | Hold |
431
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q2 | $21K | Hold |
431
| – | – | ﹤0.01% | 1157 |
|
|
2018
Q1 | $23K | Buy |
+431
| New | +$25.4K | ﹤0.01% | 994 |
|
|
2016
Q4 | – | Sell |
-31
| Closed | -$1K | – | 651 |
|
|
2016
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1512 |
|
|
2016
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 1331 |
|
|
2016
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 1271 |
|
|
2015
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 1182 |
|
|
2015
Q3 | $1K | Buy |
+31
| New | +$1.02K | ﹤0.01% | 1128 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$16K | – | 1003 |
|
|
2014
Q4 | $16K | Buy |
+400
| New | +$15.6K | ﹤0.01% | 437 |
|
Other funds holding HLIO
VPM
VCM
CCA
SBF
