Allworth Financial’s Hillman Solutions HLMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.61K | Sell |
366
-746
| -67% | -$5.33K | ﹤0.01% | 3583 |
|
2025
Q1 | $8.52K | Sell |
1,112
-379
| -25% | -$2.9K | ﹤0.01% | 2487 |
|
2024
Q4 | $15.1K | Buy |
1,491
+12
| +0.8% | +$122 | ﹤0.01% | 2260 |
|
2024
Q3 | $15.6K | Sell |
1,479
-1,322
| -47% | -$14K | ﹤0.01% | 2058 |
|
2024
Q2 | $26.8K | Sell |
2,801
-133
| -5% | -$1.27K | ﹤0.01% | 1692 |
|
2024
Q1 | $31.2K | Buy |
2,934
+2,920
| +20,857% | +$31.1K | ﹤0.01% | 1519 |
|
2023
Q4 | $129 | Sell |
14
-43
| -75% | -$396 | ﹤0.01% | 3337 |
|
2023
Q3 | $471 | Buy |
57
+34
| +148% | +$281 | ﹤0.01% | 3057 |
|
2023
Q2 | $208 | Hold |
23
| – | – | ﹤0.01% | 3088 |
|
2023
Q1 | $194 | Hold |
23
| – | – | ﹤0.01% | 3013 |
|
2022
Q4 | $166 | Buy |
+23
| New | +$166 | ﹤0.01% | 2826 |
|