Creative Planning’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 | $1.47M | Sell |
10,334
-548
| -5% | -$77.9K | ﹤0.01% | 1550 |
|
|
2025
Q1 | $1.62M | Sell |
10,882
-54,825
| -83% | -$8.15M | ﹤0.01% | 1345 |
|
|
2024
Q4 | $9.73M | Sell |
65,707
-894
| -1% | -$132K | 0.01% | 454 |
|
|
2024
Q3 | $11.2M | Buy |
66,601
+3,829
| +6% | +$645K | 0.01% | 405 |
|
|
2024
Q2 | $7.76M | Buy |
62,772
+3,147
| +5% | +$389K | 0.01% | 486 |
|
|
2024
Q1 | $6.72M | Sell |
59,625
-16,262
| -21% | -$1.83M | 0.01% | 521 |
|
|
2023
Q4 | $8.61M | Buy |
75,887
+1,632
| +2% | +$185K | 0.02% | 414 |
|
|
2023
Q3 | $6.72M | Buy |
74,255
+1,093
| +1% | +$98.9K | 0.01% | 449 |
|
|
2023
Q2 | $5.85M | Sell |
73,162
-15
| -0% | -$1.2K | 0.01% | 478 |
|
|
2023
Q1 | $5.41M | Buy |
73,177
+467
| +0.6% | +$34.5K | 0.01% | 486 |
|
|
2022
Q4 | $4.64M | Sell |
72,710
-294
| -0.4% | -$18.8K | 0.01% | 509 |
|
|
2022
Q3 | $4.35M | Sell |
73,004
-617
| -0.8% | -$36.8K | 0.01% | 466 |
|
|
2022
Q2 | $4.95M | Buy |
73,621
+346
| +0.5% | +$23.2K | 0.01% | 451 |
|
|
2022
Q1 | $5.66M | Buy |
73,275
+35
| +0% | +$2.71K | 0.01% | 424 |
|
|
2021
Q4 | $7.59M | Sell |
73,240
-11,000
| -13% | -$1.14M | 0.01% | 334 |
|
|
2021
Q3 | $7.15M | Hold |
84,240
| – | – | 0.01% | 331 |
|
|
2021
Q2 | $7.68M | Hold |
84,240
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $7.46M | Sell |
84,240
-11,000
| -12% | -$974K | 0.02% | 320 |
|
|
2020
Q4 | $7.43M | Sell |
95,240
-21,465
| -18% | -$1.68M | 0.02% | 302 |
|
|
2020
Q3 | $7.54M | Sell |
116,705
-4,508
| -4% | -$291K | 0.02% | 251 |
|
|
2020
Q2 | $8.17M | Sell |
121,213
-73,885
| -38% | -$4.98M | 0.02% | 207 |
|
|
2020
Q1 | $10.8M | Buy |
+195,098
| New | +$10.8M | 0.04% | 161 |
|