Heron Bay Capital Management’s LifeVantage LFVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,588
| Closed | -$152K | – | 121 |
|
|
2024
Q3 | $152K | Sell |
12,588
-10,502
| -45% | -$127K | 0.03% | 92 |
|
|
2024
Q2 | $148K | Buy |
23,090
+58
| +0.3% | +$372 | 0.03% | 88 |
|
|
2024
Q1 | $139K | Buy |
23,032
+684
| +3% | +$4.14K | 0.03% | 89 |
|
|
2023
Q4 | $134K | Buy |
22,348
+866
| +4% | +$5.2K | 0.03% | 83 |
|
|
2023
Q3 | $139K | Buy |
+21,482
| New | +$139K | 0.04% | 82 |
|