Zions Bancorporation’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,821
| Closed | -$847K | – | 909 |
|
|
2023
Q2 | $847K | Buy |
12,821
+57
| +0.4% | +$3.77K | 0.07% | 206 |
|
|
2023
Q1 | $835K | Buy |
12,764
+2,424
| +23% | +$159K | 0.07% | 206 |
|
|
2022
Q4 | $563K | Buy |
10,340
+542
| +6% | +$29.5K | 0.04% | 235 |
|
|
2022
Q3 | $496K | Sell |
9,798
-33
| -0.3% | -$1.67K | 0.05% | 231 |
|
|
2022
Q2 | $651K | Buy |
9,831
+1,772
| +22% | +$117K | 0.07% | 209 |
|
|
2022
Q1 | $647K | Buy |
8,059
+2,028
| +34% | +$163K | 0.06% | 212 |
|
|
2021
Q4 | $634K | Buy |
6,031
+867
| +17% | +$91.1K | 0.06% | 187 |
|
|
2021
Q3 | $424K | Buy |
5,164
+486
| +10% | +$39.9K | 0.04% | 220 |
|
|
2021
Q2 | $365K | Buy |
4,678
+585
| +14% | +$45.6K | 0.04% | 224 |
|
|
2021
Q1 | $298K | Sell |
4,093
-24
| -0.6% | -$1.75K | 0.03% | 225 |
|
|
2020
Q4 | $219K | Buy |
4,117
+186
| +5% | +$9.89K | 0.03% | 248 |
|
|
2020
Q3 | $143K | Sell |
3,931
-6
| -0.2% | -$218 | 0.02% | 258 |
|
|
2020
Q2 | $147K | Buy |
3,937
+316
| +9% | +$11.8K | 0.02% | 245 |
|
|
2020
Q1 | $137K | Sell |
3,621
-228
| -6% | -$8.63K | 0.02% | 226 |
|
|
2019
Q4 | $178K | Sell |
3,849
-866
| -18% | -$40K | 0.03% | 242 |
|
|
2019
Q3 | $191K | Buy |
4,715
+49
| +1% | +$1.99K | 0.03% | 251 |
|
|
2019
Q2 | $217K | Buy |
4,666
+307
| +7% | +$14.3K | 0.03% | 214 |
|
|
2019
Q1 | $203K | Buy |
+4,359
| New | +$203K | 0.03% | 209 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | – | – | 856 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 863 |
|