Clearstead Advisors’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 | $24.3K | Buy |
171
+10
| +6% | +$1.42K | ﹤0.01% | 1534 |
|
|
2025
Q1 | $23.9K | Hold |
161
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q4 | $23.8K | Hold |
161
| – | – | ﹤0.01% | 1328 |
|
|
2024
Q3 | $27.1K | Hold |
161
| – | – | ﹤0.01% | 1344 |
|
|
2024
Q2 | $19.9K | Buy |
161
+92
| +133% | +$11.4K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $7.92K | Hold |
69
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q4 | $7.83K | Sell |
69
-5
| -7% | -$567 | ﹤0.01% | 1099 |
|
|
2023
Q3 | $6.69K | Buy |
+74
| New | +$6.69K | ﹤0.01% | 1170 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$3K | – | 1349 |
|
|
2022
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 1144 |
|