Heron Bay Capital Management’s Hennessy Advisors HNNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
10,414
-42
-0.4% -$529 0.03% 95
2025
Q1
$104K Buy
+10,456
New +$104K 0.02% 100