LPL Financial’s Hillman Solutions HLMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
134,877
-6,866
| -5% | -$62K | ﹤0.01% | 4087 |
|
|
2025
Q4 | $1.23M | Sell |
141,743
-15,959
| -10% | -$144K | ﹤0.01% | 3861 |
|
|
2025
Q3 | $1.45M | Buy |
157,702
+16,773
| +12% | +$151K | ﹤0.01% | 3632 |
|
|
2025
Q2 | $1.01M | Sell |
140,929
-15,888
| -10% | -$119K | ﹤0.01% | 3751 |
|
|
2025
Q1 | $1.38M | Sell |
156,817
-38,370
| -20% | -$373K | ﹤0.01% | 3277 |
|
|
2024
Q4 | $1.9M | Buy |
195,187
+51,085
| +35% | +$546K | ﹤0.01% | 2906 |
|
|
2024
Q3 | $1.52M | Sell |
144,102
-19,359
| -12% | -$187K | ﹤0.01% | 2992 |
|
|
2024
Q2 | $1.45M | Buy |
163,461
+13,169
| +9% | +$124K | ﹤0.01% | 2908 |
|
|
2024
Q1 | $1.6M | Buy |
150,292
+54,239
| +56% | +$507K | ﹤0.01% | 2740 |
|
|
2023
Q4 | $885K | Buy |
96,053
+7,381
| +8% | +$56.3K | ﹤0.01% | 3147 |
|
|
2023
Q3 | $732K | Buy |
88,672
+5,211
| +6% | +$47.4K | ﹤0.01% | 3175 |
|
|
2023
Q2 | $752K | Buy |
83,461
+13,604
| +19% | +$113K | ﹤0.01% | 3104 |
|
|
2023
Q1 | $588K | Buy |
69,857
+15,964
| +30% | +$139K | ﹤0.01% | 3188 |
|
|
2022
Q4 | $389K | Sell |
53,893
-603
| -1% | -$4.54K | ﹤0.01% | 3467 |
|
|
2022
Q3 | $411K | Buy |
54,496
+1,261
| +2% | +$11.1K | ﹤0.01% | 3327 |
|
|
2022
Q2 | $460K | Buy |
+53,235
| New | +$586K | ﹤0.01% | 3284 |
|
|
2022
Q1 | – | Sell |
-44,869
| Closed | -$482K | – | 4286 |
|
|
2021
Q4 | $482K | Sell |
44,869
-3,033
| -6% | -$32.6K | ﹤0.01% | 3312 |
|
|
2021
Q3 | $571K | Buy |
47,902
+2,171
| +5% | +$26.6K | ﹤0.01% | 3092 |
|
|
2021
Q2 | $567K | Buy |
45,731
+510
| +1% | +$5.68K | ﹤0.01% | 3056 |
|
|
2021
Q1 | $453K | Buy |
+45,221
| New | +$473K | ﹤0.01% | 3105 |
|
Other funds holding HLMN
RP
VPM
VCM
JFG
