Captrust Financial Advisors Helios Technologies, Inc. Transaction History

Captrust Financial Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$53.42 - $67.11 $220,304 - $276,761	4,124 New	4,124 $228,000
Q2 2022 Aug 16, 2022	BUY	$62.03 - $78.75 $3,597 - $4,567	58 Added 12.58%	519 $34,000
Q1 2022 May 16, 2022	SELL	$70.7 - $102.77 $1,767 - $2,569	-25 Reduced 5.14%	461 $37,000
Q4 2021 Feb 14, 2022	SELL	$82.37 - $114.18 $2,059 - $2,854	-25 Reduced 4.89%	486 $51,000
Q3 2021 Nov 16, 2021	BUY	$73.64 - $90.07 $11,929 - $14,591	162 Added 46.42%	511 $42,000
Q2 2021 Aug 16, 2021	SELL	$68.75 - $78.68 $481 - $550	-7 Reduced 1.97%	349 $27,000
Q1 2021 May 17, 2021	BUY	$51.92 - $74.27 $10,072 - $14,408	194 Added 119.75%	356 $26,000
Q4 2020 Feb 16, 2021	BUY	$36.97 - $53.85 $36 - $53	1 Added 0.62%	162 $9,000
Q2 2020 Aug 14, 2020	BUY	$29.77 - $40.47 $4,792 - $6,515	161 New	161 $6,000

182

31M

1.3K

1.8K

Ticker HLIO
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 32,543,700
Market Cap $1.43B
Description
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology produc...

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

Stay updated on Captrust Financial Advisors with notifications on news.