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 |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $97 | Sell |
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|
2024
Q4 | $268 | Buy |
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|
2024
Q3 | $96 | Sell |
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|
2024
Q2 | $191 | Hold |
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|
2024
Q1 | $179 | Sell |
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|
2023
Q4 | $227 | Sell |
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|
2023
Q3 | $333 | Buy |
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|
2023
Q2 | $265 | Sell |
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|
2023
Q1 | $458 | Buy |
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|
2022
Q4 | $272 | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q1 | $0 | Buy |
|