Zacks Investment Management’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	–	Sell	-33,267	Closed	-$1.78M	–	753
2025 Q4	$1.78M	Sell	33,267 -821	-2%	-$44.3K	0.01%	367
2025 Q3	$1.78M	Buy	+34,088	New	+$1.59M	0.01%	347
2022 Q2	–	Sell	-11,847	Closed	-$951K	–	599
2022 Q1	$951K	Buy	11,847 +1,257	+12%	+$100K	0.01%	375
2021 Q4	$1.11M	Buy	10,590 +7,897	+293%	+$767K	0.02%	363
2021 Q3	$221K	Sell	2,693 -566	-17%	-$46.2K	﹤0.01%	567
2021 Q2	$254K	Buy	+3,259	New	+$238K	﹤0.01%	535
2019 Q3	–	Sell	-22,585	Closed	-$1.05M	–	540
2019 Q2	$1.05M	Buy	22,585 +10,555	+88%	+$493K	0.02%	387
2019 Q1	$560K	Buy	+12,030	New	+$481K	0.01%	447
2018 Q1	–	Sell	-27,870	Closed	-$1.8M	–	556
2017 Q4	$1.8M	Buy	27,870 +3,573	+15%	+$209K	0.04%	288
2017 Q3	$1.31M	Buy	24,297 +1,857	+8%	+$86.1K	0.03%	317
2017 Q2	$958K	Buy	+22,440	New	+$904K	0.02%	377
2016 Q2	–	Sell	-26,618	Closed	-$883K	–	667
2016 Q1	$883K	Buy	+26,618	New	+$784K	0.03%	345
2014 Q3	–	Sell	-6,867	Closed	-$279K	–	698
2014 Q2	$279K	Buy	6,867 +752	+12%	+$29.9K	0.01%	594
2014 Q1	$265K	Buy	+6,115	New	+$249K	0.01%	561
2013 Q4	–	Sell	-8,833	Closed	-$320K	–	698
2013 Q3	$320K	Sell	8,833 -334	-4%	-$10.9K	0.01%	496
2013 Q2	$287K	Buy	+9,167	New	+$292K	0.01%	467