Avantax Advisory Services’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	$1.29M	Buy	9,081 +801	+10%	+$114K	0.01%	1006
2025 Q1	$1.23M	Buy	8,280 +834	+11%	+$124K	0.01%	985
2024 Q4	$1.1M	Sell	7,446 -714	-9%	-$106K	0.01%	994
2024 Q3	$1.37M	Buy	8,160 +353	+5%	+$59.4K	0.01%	860
2024 Q2	$965K	Buy	+7,807	New	+$965K	0.01%	995