Sara Bay Financial Helios Technologies, Inc. Transaction History

Sara Bay Financial

$309 Million
Q4 2025

A detailed history of Sara Bay Financial transactions in Helios Technologies, Inc. stock. As of the latest transaction made, Sara Bay Financial holds 1,204,959 shares of HLIO stock, worth $64.8 Million. This represents 20.95% of its overall portfolio holdings.

Number of Shares

1,204,959

Previous 1,206,514 0.13%

Holding current value

$64.8 Million

Previous $62.9 Million 2.97%

% of portfolio

20.95%

Previous 19.44%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$47.11 - $57.54 $73,256 - $89,474	-1,555 Reduced 0.13%	1,204,959 $64.8 Million
Q3 2025 Oct 10, 2025	SELL	$34.16 - $55.89 $261,904 - $428,508	-7,667 Reduced 0.63%	1,206,514 $62.9 Million
Q2 2025 Jul 15, 2025	SELL	$25.71 - $33.72 $25,710 - $33,720	-1,000 Reduced 0.08%	1,214,181 $40.5 Million
Q1 2025 Apr 11, 2025	SELL	$32.09 - $46.1 $73,357 - $105,384	-2,286 Reduced 0.19%	1,215,181 $39.2 Billion
Q4 2024 Jan 15, 2025	BUY	$44.42 - $56.28 $11 Million - $13.9 Million	247,088 Added 25.46%	1,217,467 $54.1 Billion

Q3 2024 Oct 07, 2024	SELL	$40.13 - $47.64 $42,898 - $50,927	-1,069 Reduced 0.11%	970,379 $46.3 Billion
Q2 2024 Jul 19, 2024	SELL	$43.13 - $53.88 $420,474 - $525,276	-9,749 Reduced 0.99%	971,448 $46.4 Billion
Q1 2024 Apr 16, 2024	SELL	$40.34 - $47.04 $113,355 - $132,182	-2,810 Reduced 0.29%	981,197 $43.2 Billion
Q4 2023 Jan 12, 2024	SELL	$38.05 - $55.59 $68,566 - $100,173	-1,802 Reduced 0.18%	984,007 $44.6 Billion
Q3 2023 Oct 13, 2023	SELL	$53.42 - $67.11 $498,515 - $626,270	-9,332 Reduced 0.94%	985,809 $54.7 Billion
Q2 2023 Jul 14, 2023	SELL	$49.45 - $66.09 $620,646 - $829,495	-12,551 Reduced 1.25%	995,141 $65.8 Billion
Q1 2023 Apr 14, 2023	SELL	$54.41 - $72.34 $420,589 - $559,188	-7,730 Reduced 0.76%	1,007,692 $65.9 Billion
Q4 2022 Jan 11, 2023	SELL	$50.9 - $58.28 $334,871 - $383,424	-6,579 Reduced 0.64%	1,015,422 $55.3 Billion
Q3 2022 Oct 18, 2022	SELL	$49.33 - $70.28 $6.28 Million - $8.95 Million	-127,323 Reduced 11.08%	1,022,001 $51.7 Billion
Q2 2022 Jul 12, 2022	SELL	$62.03 - $78.75 $424,967 - $539,516	-6,851 Reduced 0.59%	1,149,324 $75.8 Billion
Q1 2022 Apr 12, 2022	SELL	$70.7 - $102.77 $231,896 - $337,085	-3,280 Reduced 0.28%	1,156,175 $92.8 Billion
Q4 2021 Jan 14, 2022	BUY	$82.37 - $114.18 $13.9 Million - $19.3 Million	168,674 Added 17.02%	1,159,455 $122 Billion
Q3 2021 Oct 08, 2021	SELL	$73.64 - $90.07 $209,874 - $256,699	-2,850 Reduced 0.29%	990,781 $81.4 Billion
Q2 2021 Jul 16, 2021	SELL	$68.75 - $78.68 $272,731 - $312,123	-3,967 Reduced 0.4%	993,631 $77.7 Billion
Q1 2021 Apr 14, 2021	SELL	$51.92 - $74.27 $1.66 Million - $2.37 Million	-31,898 Reduced 3.1%	997,598 $72.7 Billion
Q4 2020 Jan 15, 2021	SELL	$36.97 - $53.85 $7.94 Million - $11.6 Million	-214,786 Reduced 17.26%	1,029,496 $54.9 Billion
Q3 2020 Oct 07, 2020	SELL	$33.64 - $43.38 $1.57 Million - $2.03 Million	-46,700 Reduced 3.62%	1,244,282 $45.3 Billion
Q2 2020 Jul 21, 2020	BUY	$29.77 - $40.47 $38.4 Million - $52.2 Million	1,290,982 New	1,290,982 $46.1 Billion

Others Institutions Holding HLIO

# of Institutions

221

Shares Held

33M

Call Options Held

45K

Put Options Held

19.2K

View Full List

About HELIOS TECHNOLOGIES, INC.

Ticker HLIO
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 32,543,700
Market Cap $1.75B
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...

More about HLIO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sara Bay Financial with notifications on news.

Account

Sara Bay Financial Helios Technologies, Inc. Transaction History