Congress Asset Management’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	$14.2M	Buy	100,066 +1,118	+1%	+$159K	0.1%	166
2025 Q1	$14.7M	Sell	98,948 -78	-0.1%	-$11.6K	0.11%	157
2024 Q4	$14.7M	Sell	99,026 -420	-0.4%	-$62.2K	0.1%	164
2024 Q3	$16.7M	Buy	99,446 +67	+0.1%	+$11.3K	0.11%	143
2024 Q2	$12.3M	Buy	+99,379	New	+$12.3M	0.09%	168