Allworth Financial’s Hamilton Lane HLNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55K | Hold |
25
| – | – | ﹤0.01% | 3443 |
|
|
2025
Q1 | $3.7K | Hold |
25
| – | – | ﹤0.01% | 2919 |
|
|
2024
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 2856 |
|
|
2024
Q3 | $4.21K | Buy |
25
+2
| +9% | +$337 | ﹤0.01% | 2641 |
|
|
2024
Q2 | $3.22K | Sell |
23
-14
| -38% | -$1.96K | ﹤0.01% | 2711 |
|
|
2024
Q1 | $4.17K | Buy |
37
+11
| +42% | +$1.24K | ﹤0.01% | 2484 |
|
|
2023
Q4 | $2.95K | Buy |
26
+8
| +44% | +$908 | ﹤0.01% | 2500 |
|
|
2023
Q3 | $1.63K | Hold |
18
| – | – | ﹤0.01% | 2639 |
|
|
2023
Q2 | $1.44K | Hold |
18
| – | – | ﹤0.01% | 2614 |
|
|
2023
Q1 | $1.33K | Hold |
18
| – | – | ﹤0.01% | 2563 |
|
|
2022
Q4 | $1.15K | Buy |
18
+14
| +350% | +$894 | ﹤0.01% | 2426 |
|
|
2022
Q3 | $0 | Sell |
4
-8
| -67% | – | ﹤0.01% | 2842 |
|
|
2022
Q2 | $1K | Sell |
12
-2
| -14% | -$167 | ﹤0.01% | 2168 |
|
|
2022
Q1 | $1K | Sell |
14
-114
| -89% | -$8.14K | ﹤0.01% | 1943 |
|
|
2021
Q4 | $13K | Hold |
128
| – | – | ﹤0.01% | 1289 |
|
|
2021
Q3 | $11K | Buy |
+128
| New | +$11K | ﹤0.01% | 1281 |
|