Personal CFO Solutions’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 | $364K | Sell |
2,565
-562
| -18% | -$79.9K | 0.07% | 279 |
|
|
2025
Q1 | $465K | Sell |
3,127
-171
| -5% | -$25.4K | 0.09% | 220 |
|
|
2024
Q4 | $488K | Sell |
3,298
-380
| -10% | -$56.3K | 0.1% | 206 |
|
|
2024
Q3 | $619K | Sell |
3,678
-69
| -2% | -$11.6K | 0.09% | 218 |
|
|
2024
Q2 | $463K | Sell |
3,747
-135
| -3% | -$16.7K | 0.07% | 258 |
|
|
2024
Q1 | $438K | Sell |
3,882
-338
| -8% | -$38.1K | 0.07% | 287 |
|
|
2023
Q4 | $479K | Buy |
4,220
+196
| +5% | +$22.2K | 0.08% | 234 |
|
|
2023
Q3 | $364K | Buy |
4,024
+56
| +1% | +$5.07K | 0.07% | 279 |
|
|
2023
Q2 | $317K | Buy |
3,968
+81
| +2% | +$6.48K | 0.06% | 317 |
|
|
2023
Q1 | $288K | Buy |
3,887
+219
| +6% | +$16.2K | 0.06% | 323 |
|
|
2022
Q4 | $234K | Sell |
3,668
-62
| -2% | -$3.96K | 0.05% | 373 |
|
|
2022
Q3 | $222K | Sell |
3,730
-155
| -4% | -$9.23K | 0.06% | 339 |
|
|
2022
Q2 | $261K | Sell |
3,885
-17
| -0.4% | -$1.14K | 0.06% | 301 |
|
|
2022
Q1 | $302K | Buy |
3,902
+822
| +27% | +$63.6K | 0.06% | 323 |
|
|
2021
Q4 | $319K | Buy |
3,080
+120
| +4% | +$12.4K | 0.06% | 304 |
|
|
2021
Q3 | $251K | Buy |
+2,960
| New | +$251K | 0.05% | 356 |
|