Congress Wealth 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	$564K	Sell	3,965 -26	-0.7%	-$3.7K	0.01%	883
2025 Q1	$593K	Buy	3,991 +5	+0.1%	+$743	0.01%	764
2024 Q4	$590K	Buy	3,986 +123	+3%	+$18.2K	0.01%	602
2024 Q3	$650K	Hold	3,863	–	–	0.01%	590
2024 Q2	$477K	Buy	+3,863	New	+$477K	0.01%	543