SJS Investment Consulting’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	$712	Buy	+11	New	+$737	﹤0.01%	1600
2025 Q2	–	Sell	-3	Closed	-$97	–	1595
2025 Q1	$97	Sell	3 -3	-50%	-$121	﹤0.01%	1525
2024 Q4	$268	Buy	6 +4	+200%	+$198	﹤0.01%	1414
2024 Q3	$96	Sell	2 -2	-50%	-$88	﹤0.01%	1575
2024 Q2	$191	Hold	4	–	–	﹤0.01%	1523
2024 Q1	$179	Sell	4 -1	-20%	-$43	﹤0.01%	1503
2023 Q4	$227	Sell	5 -1	-17%	-$46	﹤0.01%	1434
2023 Q3	$333	Buy	6 +2	+50%	+$119	﹤0.01%	1347
2023 Q2	$265	Sell	4 -3	-43%	-$178	﹤0.01%	1348
2023 Q1	$458	Buy	7 +2	+40%	+$130	﹤0.01%	1175
2022 Q4	$272	Buy	5 +2	+67%	+$108	﹤0.01%	1358
2022 Q3	$0	Buy	+3	New	+$181	﹤0.01%	1246
2022 Q1	$0	Buy	+1	New	+$80	﹤0.01%	975