Spire Wealth Management’s Hamilton Lane HLNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.17K Hold
2025
Q2
$9.66K Hold
2025
Q1
$10.1K Buy
2023
Q4
Sell
2023
Q3
$22.6K Hold
2023
Q2
$20K Hold
2023
Q1
$18.5K Hold
2022
Q4
$16K Hold
2022
Q3
$15K Hold
2022
Q2
$17K Hold
2022
Q1
$19K Sell
2021
Q4
$36K Hold
2021
Q3
$30K Buy
2021
Q2
$9K Buy