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Allworth Financial’s Heritage Financial HFWA Stock Holding History

Allworth Financial’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$29.7K Sell
1,246
-71
-5% -$1.69K ﹤0.01% 2254
2025
Q1 		$30.3K Buy
1,317
+71
+6% +$1.63K ﹤0.01% 1814
2024
Q4 		$30.7K Hold
1,246
– – ﹤0.01% 1830
2024
Q3 		$27.1K Hold
1,246
– – ﹤0.01% 1719
2024
Q2 		$26.2K Buy
+1,246
New +$26.2K ﹤0.01% 1708