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
Q4 | $97K | Hold |
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|
2025
Q3 | $105K | Hold |
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|
2025
Q2 | $127K | Hold |
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|
2025
Q1 | $100K | Hold |
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|
2024
Q4 | $128K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $72K | Hold |
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|
2024
Q1 | $69K | Hold |
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|
2023
Q4 | $68K | Hold |
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|
2023
Q3 | $67K | Hold |
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|
2023
Q2 | $71K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $102K | Hold |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $98K | Buy |
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