Bank of Montreal’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 | $1.08M | Sell |
7,608
-67
| -0.9% | -$9.52K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $1.14M | Buy |
7,675
+3,504
| +84% | +$521K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $618K | Buy |
4,171
+605
| +17% | +$89.6K | ﹤0.01% | 1854 |
|
|
2024
Q3 | $594K | Buy |
+3,566
| New | +$594K | ﹤0.01% | 2029 |
|
|
2022
Q3 | – | Sell |
-3,761
| Closed | -$263 | – | 3621 |
|
|
2022
Q2 | $263 | Buy |
+3,761
| New | +$263 | ﹤0.01% | 2691 |
|
|
2021
Q2 | – | Sell |
-913
| Closed | -$85K | – | 3953 |
|
|
2021
Q1 | $85K | Sell |
913
-4,079
| -82% | -$380K | ﹤0.01% | 3088 |
|
|
2020
Q4 | $404K | Buy |
4,992
+3,548
| +246% | +$287K | ﹤0.01% | 2415 |
|
|
2020
Q3 | $97K | Sell |
1,444
-459
| -24% | -$30.8K | ﹤0.01% | 2708 |
|
|
2020
Q2 | $129K | Buy |
+1,903
| New | +$129K | ﹤0.01% | 2612 |
|
|
2020
Q1 | – | Sell |
-2,893
| Closed | -$173K | – | 3913 |
|
|
2019
Q4 | $173K | Buy |
2,893
+868
| +43% | +$51.9K | ﹤0.01% | 2748 |
|
|
2019
Q3 | $116K | Buy |
2,025
+97
| +5% | +$5.56K | ﹤0.01% | 2751 |
|
|
2019
Q2 | $110K | Buy |
+1,928
| New | +$110K | ﹤0.01% | 2835 |
|
|
2019
Q1 | – | Sell |
-2,235
| Closed | -$83K | – | 4019 |
|
|
2018
Q4 | $83K | Buy |
2,235
+332
| +17% | +$12.3K | ﹤0.01% | 2731 |
|
|
2018
Q3 | $85K | Buy |
1,903
+1,797
| +1,695% | +$80.3K | ﹤0.01% | 2868 |
|
|
2018
Q2 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 3788 |
|