AllianceBernstein’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Sell |
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|
2025
Q1 | $33.6M | Sell |
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|
2024
Q4 | $36.7M | Sell |
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|
2024
Q3 | $37.6M | Buy |
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|
2024
Q2 | $30.7M | Sell |
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|
2024
Q1 | $37.5M | Sell |
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|
2023
Q4 | $42.6M | Sell |
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|
2023
Q3 | $36.1M | Buy |
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|
2023
Q2 | $31M | Buy |
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|
2023
Q1 | $36.5M | Buy |
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|
2022
Q4 | $51.6M | Buy |
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|
2022
Q3 | $44.1M | Buy |
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|
2022
Q2 | $39.4M | Sell |
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|
2022
Q1 | $42.4M | Buy |
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|
2021
Q4 | $35.1M | Sell |
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|
2021
Q3 | $36.8M | Sell |
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|
2021
Q2 | $37.9M | Sell |
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|
2021
Q1 | $45.3M | Buy |
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|
2020
Q4 | $29.3M | Buy |
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|
2020
Q3 | $20M | Buy |
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|
2020
Q2 | $21.4M | Sell |
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|
2020
Q1 | $24.2M | Sell |
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|
2019
Q4 | $39.3M | Buy |
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|
2019
Q3 | $36.3M | Buy |
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|
2019
Q2 | $39.2M | Buy |
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|
2019
Q1 | $30.6M | Buy |
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|
2018
Q4 | $27.9M | Sell |
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|
2018
Q3 | $40.3M | Sell |
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|
2018
Q2 | $40M | Buy |
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|
2018
Q1 | $31.3M | Buy |
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|
2017
Q4 | $26.3M | Buy |
|
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|
2017
Q3 | $3.61M | Sell |
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|
2017
Q2 | $3.82M | Buy |
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|
2017
Q1 | $3.43M | Buy |
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|
2016
Q4 | $1.05M | Hold |
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|
2016
Q3 | $729K | Hold |
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|
2016
Q2 | $714K | Buy |
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|
2016
Q1 | $702K | Hold |
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|
2015
Q4 | $752K | Hold |
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|
2015
Q3 | $751K | Hold |
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|
2015
Q2 | $714K | Sell |
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|
2015
Q1 | $703K | Sell |
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|
2014
Q4 | $738K | Buy |
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|
2014
Q3 | $517K | Buy |
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|
2014
Q2 | $457K | Buy |
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|
2014
Q1 | $312K | Sell |
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|
2013
Q4 | $370K | Sell |
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|
2013
Q3 | $421K | Sell |
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|
2013
Q2 | $415K | Buy |
|