Cambridge Investment Research Advisors’s Hennessy Advisors HNNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$105K Hold
2025
Q2
$127K Hold
2025
Q1
$100K Hold
2024
Q4
$128K Hold
2024
Q3
$100K Hold
2024
Q2
$72K Hold
2024
Q1
$69K Hold
2023
Q4
$68K Hold
2023
Q3
$67K Hold
2023
Q2
$71K Buy
2021
Q2
Sell
2021
Q1
$87K Hold
2020
Q4
$86K Hold
2020
Q3
$84K Hold
2020
Q2
$80K Hold
2020
Q1
$77K Hold
2019
Q4
$102K Hold
2019
Q3
$109K Hold
2019
Q2
$98K Buy