Steward Partners Investment Advisory’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 | $743 | Sell |
104
-179
| -63% | -$1.28K | ﹤0.01% | 3916 |
|
|
2025
Q1 | $2.49K | Buy |
283
+89
| +46% | +$782 | ﹤0.01% | 3596 |
|
|
2024
Q4 | $1.89K | Buy |
+194
| New | +$1.89K | ﹤0.01% | 3648 |
|
|
2024
Q2 | – | Sell |
-447
| Closed | -$4.76K | – | 3656 |
|
|
2024
Q1 | $4.76K | Buy |
+447
| New | +$4.76K | ﹤0.01% | 3060 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$21K | – | 3453 |
|
|
2020
Q4 | $21K | Buy |
+2,000
| New | +$21K | ﹤0.01% | 2033 |
|