Legacy Financial Advisors’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 | $1.8M | Buy |
252,500
+140,000
| +124% | +$1,000K | 0.28% | 53 |
|
|
2025
Q1 | $989K | Hold |
112,500
| – | – | 0.17% | 106 |
|
|
2024
Q4 | $1.1M | Hold |
112,500
| – | – | 0.18% | 94 |
|
|
2024
Q3 | $1.19M | Hold |
112,500
| – | – | 0.2% | 83 |
|
|
2024
Q2 | $996K | Hold |
112,500
| – | – | 0.18% | 91 |
|
|
2024
Q1 | $1.2M | Hold |
112,500
| – | – | 0.21% | 82 |
|
|
2023
Q4 | $1.04M | Hold |
112,500
| – | – | 0.2% | 82 |
|
|
2023
Q3 | $928K | Hold |
112,500
| – | – | 0.19% | 74 |
|
|
2023
Q2 | $1.01M | Hold |
112,500
| – | – | 0.19% | 69 |
|
|
2023
Q1 | $947K | Hold |
112,500
| – | – | 0.19% | 64 |
|
|
2022
Q4 | $811K | Buy |
112,500
+65,000
| +137% | +$469K | 0.17% | 70 |
|
|
2022
Q3 | $358K | Hold |
47,500
| – | – | 0.09% | 135 |
|
|
2022
Q2 | $410K | Hold |
47,500
| – | – | 0.1% | 110 |
|
|
2022
Q1 | $564K | Buy |
+47,500
| New | +$564K | 0.13% | 90 |
|