Stephens Inc’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,298	Closed	-$205K	–	1308
2024 Q3	$205K	Buy	+4,298	New	+$205K	﹤0.01%	1187
2022 Q1	–	Sell	-2,015	Closed	-$212K	–	1351
2021 Q4	$212K	Buy	+2,015	New	+$212K	﹤0.01%	1190