American Century Companies’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 | $3.35M | Sell |
140,324
-73,304
| -34% | -$1.75M | ﹤0.01% | 1841 |
|
|
2025
Q1 | $5.2M | Sell |
213,628
-64,547
| -23% | -$1.57M | ﹤0.01% | 1589 |
|
|
2024
Q4 | $6.82M | Sell |
278,175
-14,714
| -5% | -$360K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $6.38M | Buy |
292,889
+14,872
| +5% | +$324K | ﹤0.01% | 1489 |
|
|
2024
Q2 | $5.01M | Buy |
278,017
+8,112
| +3% | +$146K | ﹤0.01% | 1505 |
|
|
2024
Q1 | $5.23M | Buy |
269,905
+85,028
| +46% | +$1.65M | ﹤0.01% | 1437 |
|
|
2023
Q4 | $3.95M | Buy |
184,877
+120,406
| +187% | +$2.58M | ﹤0.01% | 1476 |
|
|
2023
Q3 | $1.05M | Buy |
64,471
+41,887
| +185% | +$683K | ﹤0.01% | 1970 |
|
|
2023
Q2 | $365K | Buy |
22,584
+8,368
| +59% | +$135K | ﹤0.01% | 2332 |
|
|
2023
Q1 | $300K | Buy |
14,216
+1,788
| +14% | +$37.7K | ﹤0.01% | 2306 |
|
|
2022
Q4 | $381K | Buy |
12,428
+4,552
| +58% | +$139K | ﹤0.01% | 2144 |
|
|
2022
Q3 | $208K | Buy |
+7,876
| New | +$208K | ﹤0.01% | 2220 |
|
|
2018
Q1 | – | Sell |
-164,290
| Closed | -$5.06M | – | 1283 |
|
|
2017
Q4 | $5.06M | Buy |
+164,290
| New | +$5.06M | 0.01% | 846 |
|
|
2015
Q1 | – | Sell |
-272,816
| Closed | -$4.79M | – | 1390 |
|
|
2014
Q4 | $4.79M | Sell |
272,816
-128,815
| -32% | -$2.26M | 0.01% | 866 |
|
|
2014
Q3 | $6.36M | Sell |
401,631
-98,707
| -20% | -$1.56M | 0.01% | 804 |
|
|
2014
Q2 | $8.05M | Buy |
500,338
+22,501
| +5% | +$362K | 0.01% | 771 |
|
|
2014
Q1 | $8.09M | Sell |
477,837
-6,010
| -1% | -$102K | 0.01% | 780 |
|
|
2013
Q4 | $8.28M | Sell |
483,847
-139,833
| -22% | -$2.39M | 0.01% | 776 |
|
|
2013
Q3 | $9.68M | Buy |
623,680
+7,957
| +1% | +$123K | 0.01% | 724 |
|
|
2013
Q2 | $9.02M | Buy |
+615,723
| New | +$9.02M | 0.01% | 709 |
|