IFP 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 | $144K | Buy |
1,011
+80
| +9% | +$11.4K | ﹤0.01% | 1433 |
|
|
2025
Q1 | $138K | Buy |
931
+21
| +2% | +$3.12K | ﹤0.01% | 1347 |
|
|
2024
Q4 | $135K | Buy |
910
+36
| +4% | +$5.33K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $147K | Buy |
874
+90
| +11% | +$15.2K | 0.01% | 1234 |
|
|
2024
Q2 | $96.9K | Sell |
784
-8
| -1% | -$989 | ﹤0.01% | 1385 |
|
|
2024
Q1 | $89.3K | Buy |
+792
| New | +$89.3K | ﹤0.01% | 1341 |
|
|
2023
Q1 | – | Sell |
-98
| Closed | -$7K | – | 3854 |
|
|
2022
Q4 | $7K | Sell |
98
-34
| -26% | -$2.43K | ﹤0.01% | 3602 |
|
|
2022
Q3 | $8K | Hold |
132
| – | – | ﹤0.01% | 3778 |
|
|
2022
Q2 | $8K | Hold |
132
| – | – | ﹤0.01% | 3530 |
|
|
2022
Q1 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 3530 |
|