Amalgamated Bank’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 | $232K | Hold |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $185K | Sell |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $485K | Hold |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $442K | Buy |
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