Steward Partners Investment Advisory’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 | $13.4K | Buy |
94
+41
| +77% | +$5.83K | ﹤0.01% | 3079 |
|
|
2025
Q1 | $7.88K | Hold |
53
| – | – | ﹤0.01% | 3202 |
|
|
2024
Q4 | $7.85K | Buy |
+53
| New | +$7.85K | ﹤0.01% | 3197 |
|
|
2024
Q3 | – | Sell |
-292
| Closed | -$36.1K | – | 3793 |
|
|
2024
Q2 | $36.1K | Sell |
292
-134
| -31% | -$16.6K | ﹤0.01% | 2262 |
|
|
2024
Q1 | $48K | Buy |
+426
| New | +$48K | ﹤0.01% | 2138 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1K | – | 3295 |
|
|
2022
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 3121 |
|