Zurich Cantonal Bank’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
10,916
+1,747
| +19% | +$58.3K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $294K | Hold |
9,169
| – | – | ﹤0.01% | 1899 |
|
|
2024
Q4 | $409K | Buy |
9,169
+3,829
| +72% | +$171K | ﹤0.01% | 1748 |
|
|
2024
Q3 | $255K | Hold |
5,340
| – | – | ﹤0.01% | 1980 |
|
|
2024
Q2 | $255K | Sell |
5,340
-2,173
| -29% | -$104K | ﹤0.01% | 1917 |
|
|
2024
Q1 | $336K | Sell |
7,513
-2,356
| -24% | -$105K | ﹤0.01% | 1732 |
|
|
2023
Q4 | $448K | Buy |
9,869
+4,832
| +96% | +$219K | ﹤0.01% | 1570 |
|
|
2023
Q3 | $279K | Buy |
5,037
+931
| +23% | +$51.7K | ﹤0.01% | 1755 |
|
|
2023
Q2 | $271K | Sell |
4,106
-854
| -17% | -$56.4K | ﹤0.01% | 1723 |
|
|
2023
Q1 | $324K | Hold |
4,960
| – | – | ﹤0.01% | 1570 |
|
|
2022
Q4 | $270K | Buy |
4,960
+854
| +21% | +$46.5K | ﹤0.01% | 1640 |
|
|
2022
Q3 | $208K | Hold |
4,106
| – | – | ﹤0.01% | 1730 |
|
|
2022
Q2 | $272K | Hold |
4,106
| – | – | ﹤0.01% | 1609 |
|
|
2022
Q1 | $330K | Hold |
4,106
| – | – | ﹤0.01% | 1603 |
|
|
2021
Q4 | $432K | Hold |
4,106
| – | – | ﹤0.01% | 1559 |
|
|
2021
Q3 | $337K | Buy |
4,106
+1,170
| +40% | +$96K | ﹤0.01% | 1558 |
|
|
2021
Q2 | $229K | Hold |
2,936
| – | – | ﹤0.01% | 1721 |
|
|
2021
Q1 | $214K | Sell |
2,936
-1,487
| -34% | -$108K | ﹤0.01% | 1738 |
|
|
2020
Q4 | $236K | Hold |
4,423
| – | – | ﹤0.01% | 1730 |
|
|
2020
Q3 | $161K | Hold |
4,423
| – | – | ﹤0.01% | 1752 |
|
|
2020
Q2 | $165K | Buy |
4,423
+2,548
| +136% | +$95.1K | ﹤0.01% | 1639 |
|
|
2020
Q1 | $71K | Hold |
1,875
| – | – | ﹤0.01% | 1779 |
|
|
2019
Q4 | $87K | Hold |
1,875
| – | – | ﹤0.01% | 1799 |
|
|
2019
Q3 | $76K | Hold |
1,875
| – | – | ﹤0.01% | 1763 |
|
|
2019
Q2 | $87K | Hold |
1,875
| – | – | ﹤0.01% | 1701 |
|
|
2019
Q1 | $87K | Sell |
1,875
-318
| -15% | -$14.8K | ﹤0.01% | 1656 |
|
|
2018
Q4 | $73K | Buy |
2,193
+465
| +27% | +$15.5K | ﹤0.01% | 1793 |
|
|
2018
Q3 | $95K | Hold |
1,728
| – | – | ﹤0.01% | 1739 |
|
|
2018
Q2 | $83K | Hold |
1,728
| – | – | ﹤0.01% | 1759 |
|
|
2018
Q1 | $93K | Hold |
1,728
| – | – | ﹤0.01% | 1637 |
|
|
2017
Q4 | $112K | Buy |
1,728
+342
| +25% | +$22.2K | ﹤0.01% | 1505 |
|
|
2017
Q3 | $75K | Hold |
1,386
| – | – | ﹤0.01% | 1554 |
|
|
2017
Q2 | $59K | Buy |
1,386
+372
| +37% | +$15.8K | ﹤0.01% | 1662 |
|
|
2017
Q1 | $37K | Hold |
1,014
| – | – | ﹤0.01% | 1961 |
|
|
2016
Q4 | $41K | Hold |
1,014
| – | – | ﹤0.01% | 1819 |
|
|
2016
Q3 | $33K | Hold |
1,014
| – | – | ﹤0.01% | 1920 |
|
|
2016
Q2 | $30K | Hold |
1,014
| – | – | ﹤0.01% | 1803 |
|
|
2016
Q1 | $34K | Hold |
1,014
| – | – | ﹤0.01% | 1641 |
|
|
2015
Q4 | $32K | Buy |
1,014
+712
| +236% | +$22.5K | ﹤0.01% | 1724 |
|
|
2015
Q3 | $8K | Buy |
+302
| New | +$8K | ﹤0.01% | 2210 |
|