Global Retirement Partners’s Hillman Solutions HLMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04K | Buy |
+425
| New | +$3.04K | ﹤0.01% | 3081 |
|
|
2024
Q4 | $3.91K | Hold |
401
| – | – | ﹤0.01% | 2799 |
|
|
2024
Q3 | $4.24K | Sell |
401
-741
| -65% | -$7.83K | ﹤0.01% | 2632 |
|
|
2024
Q2 | $10.1K | Hold |
1,142
| – | – | ﹤0.01% | 2317 |
|
|
2024
Q1 | $12.2K | Hold |
1,142
| – | – | ﹤0.01% | 2035 |
|
|
2023
Q4 | $10.3K | Hold |
1,142
| – | – | ﹤0.01% | 2060 |
|
|
2023
Q3 | $9.13K | Buy |
1,142
+77
| +7% | +$615 | ﹤0.01% | 1989 |
|
|
2023
Q2 | $9.6K | Buy |
1,065
+439
| +70% | +$3.96K | ﹤0.01% | 1980 |
|
|
2023
Q1 | $5.13K | Buy |
626
+406
| +185% | +$3.33K | ﹤0.01% | 2147 |
|
|
2022
Q4 | $1.59K | Hold |
220
| – | – | ﹤0.01% | 2438 |
|
|
2022
Q3 | $2K | Hold |
220
| – | – | ﹤0.01% | 2242 |
|
|
2022
Q2 | $2K | Hold |
220
| – | – | ﹤0.01% | 2205 |
|
|
2022
Q1 | $2K | Buy |
+220
| New | +$2K | ﹤0.01% | 2187 |
|
|
2021
Q4 | – | Sell |
-3,171
| Closed | -$38K | – | 899 |
|
|
2021
Q3 | $38K | Hold |
3,171
| – | – | ﹤0.01% | 945 |
|
|
2021
Q2 | $39K | Buy |
3,171
+78
| +3% | +$959 | ﹤0.01% | 962 |
|
|
2021
Q1 | $31K | Buy |
+3,093
| New | +$31K | ﹤0.01% | 959 |
|