Amalgamated Bank’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
9,731
| – | – | ﹤0.01% | 1517 |
|
|
2025
Q1 | $237K | Sell |
9,731
-397
| -4% | -$9.67K | ﹤0.01% | 1489 |
|
|
2024
Q4 | $248K | Sell |
10,128
-92
| -0.9% | -$2.25K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $222K | Sell |
10,220
-51
| -0.5% | -$1.11K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $185K | Sell |
10,271
-1,065
| -9% | -$19.2K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $220K | Sell |
11,336
-1,880
| -14% | -$36.5K | ﹤0.01% | 1578 |
|
|
2023
Q4 | $283K | Sell |
13,216
-842
| -6% | -$18K | ﹤0.01% | 1677 |
|
|
2023
Q3 | $229K | Hold |
14,058
| – | – | ﹤0.01% | 1738 |
|
|
2023
Q2 | $227K | Sell |
14,058
-560
| -4% | -$9.04K | ﹤0.01% | 1779 |
|
|
2023
Q1 | $313K | Sell |
14,618
-1,196
| -8% | -$25.6K | ﹤0.01% | 1624 |
|
|
2022
Q4 | $485K | Hold |
15,814
| – | – | ﹤0.01% | 1479 |
|
|
2022
Q3 | $419K | Buy |
15,814
+108
| +0.7% | +$2.86K | ﹤0.01% | 1518 |
|
|
2022
Q2 | $395K | Buy |
15,706
+107
| +0.7% | +$2.69K | ﹤0.01% | 1573 |
|
|
2022
Q1 | $391K | Sell |
15,599
-989
| -6% | -$24.8K | ﹤0.01% | 1661 |
|
|
2021
Q4 | $405K | Sell |
16,588
-823
| -5% | -$20.1K | ﹤0.01% | 1679 |
|
|
2021
Q3 | $444K | Sell |
17,411
-274
| -2% | -$6.99K | ﹤0.01% | 1645 |
|
|
2021
Q2 | $442K | Buy |
+17,685
| New | +$442K | ﹤0.01% | 1701 |
|