Grey Fox Wealth 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
$314K Hold
2,200
0.07% 104
2025
Q1
$328K Buy
+2,200
New +$328K 0.09% 100
2023
Q1
Sell
-3,750
Closed -$240K 538
2022
Q4
$240K Buy
+3,750
New +$240K 0.16% 79