Stifel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.93M | Sell |
45,348
-2,512
| -5% | -$168K | ﹤0.01% | 1687 |
|
|
2025
Q4 | $2.56M | Sell |
47,860
-2,246
| -4% | -$121K | ﹤0.01% | 1761 |
|
|
2025
Q3 | $2.61M | Sell |
50,106
-1,206
| -2% | -$56.3K | ﹤0.01% | 1714 |
|
|
2025
Q2 | $1.71M | Buy |
51,312
+1,586
| +3% | +$47.8K | ﹤0.01% | 1961 |
|
|
2025
Q1 | $1.6M | Sell |
49,726
-210
| -0.4% | -$8.46K | ﹤0.01% | 1918 |
|
|
2024
Q4 | $2.23M | Sell |
49,936
-611
| -1% | -$30.2K | ﹤0.01% | 1700 |
|
|
2024
Q3 | $2.41M | Buy |
50,547
+16,041
| +46% | +$705K | ﹤0.01% | 1657 |
|
|
2024
Q2 | $1.65M | Sell |
34,506
-48
| -0.1% | -$2.3K | ﹤0.01% | 1858 |
|
|
2024
Q1 | $1.54M | Buy |
34,554
+1,917
| +6% | +$82.3K | ﹤0.01% | 1915 |
|
|
2023
Q4 | $1.48M | Sell |
32,637
-7,198
| -18% | -$333K | ﹤0.01% | 1878 |
|
|
2023
Q3 | $2.21M | Buy |
39,835
+1,553
| +4% | +$92.3K | ﹤0.01% | 1525 |
|
|
2023
Q2 | $2.53M | Sell |
38,282
-769
| -2% | -$45.5K | ﹤0.01% | 1452 |
|
|
2023
Q1 | $2.55M | Buy |
39,051
+3,784
| +11% | +$246K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $1.92M | Buy |
35,267
+2,824
| +9% | +$152K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $1.64M | Sell |
32,443
-75
| -0.2% | -$4.53K | ﹤0.01% | 1611 |
|
|
2022
Q2 | $2.15M | Sell |
32,518
-32
| -0.1% | -$2.22K | ﹤0.01% | 1449 |
|
|
2022
Q1 | $2.61M | Sell |
32,550
-32,883
| -50% | -$2.62M | ﹤0.01% | 1447 |
|
|
2021
Q4 | $6.88M | Buy |
65,433
+239
| +0.4% | +$23.2K | 0.01% | 900 |
|
|
2021
Q3 | $5.35M | Sell |
65,194
-124
| -0.2% | -$10.1K | 0.01% | 987 |
|
|
2021
Q2 | $5.1M | Buy |
65,318
+31,968
| +96% | +$2.34M | 0.01% | 1019 |
|
|
2021
Q1 | $2.43M | Buy |
33,350
+212
| +0.6% | +$13.6K | ﹤0.01% | 1401 |
|
|
2020
Q4 | $1.77M | Sell |
33,138
-343
| -1% | -$16.1K | ﹤0.01% | 1462 |
|
|
2020
Q3 | $1.22M | Sell |
33,481
-56
| -0.2% | -$2.17K | ﹤0.01% | 1497 |
|
|
2020
Q2 | $1.25M | Buy |
33,537
+68
| +0.2% | +$2.32K | ﹤0.01% | 1413 |
|
|
2020
Q1 | $1.27M | Buy |
33,469
+125
| +0.4% | +$5.32K | ﹤0.01% | 1285 |
|
|
2019
Q4 | $1.54M | Sell |
33,344
-1,102
| -3% | -$47.3K | ﹤0.01% | 1522 |
|
|
2019
Q3 | $1.4M | Sell |
34,446
-738
| -2% | -$32.1K | ﹤0.01% | 1540 |
|
|
2019
Q2 | $1.64M | Buy |
35,184
+381
| +1% | +$17.8K | ﹤0.01% | 1479 |
|
|
2019
Q1 | $1.62M | Buy |
34,803
+310
| +0.9% | +$12.4K | ﹤0.01% | 1365 |
|
|
2018
Q4 | $1.15M | Buy |
34,493
+528
| +2% | +$22.3K | ﹤0.01% | 1446 |
|
|
2018
Q3 | $1.86M | Sell |
33,965
-1,011
| -3% | -$51.2K | 0.01% | 1303 |
|
|
2018
Q2 | $1.69M | Buy |
34,976
+662
| +2% | +$33.5K | 0.01% | 1293 |
|
|
2018
Q1 | $1.84M | Buy |
34,314
+1,921
| +6% | +$113K | 0.01% | 1214 |
|
|
2017
Q4 | $2.09M | Buy |
32,393
+1
| +0% | +$58 | 0.01% | 1122 |
|
|
2017
Q3 | $1.75M | Sell |
32,392
-10,643
| -25% | -$493K | 0.01% | 1191 |
|
|
2017
Q2 | $1.83M | Buy |
43,035
+183
| +0.4% | +$7.37K | 0.01% | 1139 |
|
|
2017
Q1 | $1.55M | Buy |
42,852
+2,183
| +5% | +$81.8K | 0.01% | 1203 |
|
|
2016
Q4 | $1.63M | Buy |
40,669
+1,661
| +4% | +$59.5K | 0.01% | 1113 |
|
|
2016
Q3 | $1.26M | Sell |
39,008
-16
| -0% | -$483 | 0.01% | 1213 |
|
|
2016
Q2 | $1.16M | Sell |
39,024
-326
| -0.8% | -$10.3K | 0.01% | 1263 |
|
|
2016
Q1 | $1.3M | Buy |
39,350
+1,167
| +3% | +$34.4K | 0.01% | 1117 |
|
|
2015
Q4 | $1.21M | Sell |
38,183
-1,916
| -5% | -$58.8K | 0.01% | 1205 |
|
|
2015
Q3 | $1.1M | Buy |
40,099
+483
| +1% | +$15.8K | 0.01% | 1187 |
|
|
2015
Q2 | $1.51M | Buy |
39,616
+3,783
| +11% | +$147K | 0.01% | 1154 |
|
|
2015
Q1 | $1.48M | Buy |
35,833
+108
| +0.3% | +$4.17K | 0.01% | 1084 |
|
|
2014
Q4 | $1.41M | Buy |
35,725
+1,750
| +5% | +$68.3K | 0.01% | 1094 |
|
|
2014
Q3 | $1.28M | Sell |
33,975
-125
| -0.4% | -$4.89K | 0.01% | 988 |
|
|
2014
Q2 | $1.38M | Buy |
34,100
+186
| +0.5% | +$7.39K | 0.01% | 948 |
|
|
2014
Q1 | $1.47M | Buy |
+33,914
| New | +$1.38M | 0.01% | 867 |
|
Other funds holding HLIO
VPM
VCM
CCA
SBF
