Ameriprise’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
Q3 | $8.44M | Sell |
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|
2025
Q2 | $9.38M | Buy |
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|
2025
Q1 | $9.41M | Buy |
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|
2024
Q4 | $9.34M | Sell |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $10M | Sell |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $8.56M | Buy |
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|
2023
Q2 | $8.36M | Buy |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $5.11M | Sell |
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|
2022
Q3 | $15.7M | Sell |
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|
2022
Q2 | $15.9M | Sell |
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|
2022
Q1 | $16.1M | Buy |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $14.5M | Sell |
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|
2021
Q1 | $16.7M | Sell |
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|
2020
Q4 | $25.1M | Sell |
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|
2020
Q3 | $20.1M | Sell |
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|
2020
Q2 | $22.1M | Buy |
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|
2020
Q1 | $20M | Buy |
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|
2019
Q4 | $27.8M | Buy |
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|
2019
Q3 | $26.1M | Buy |
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|
2019
Q2 | $27M | Sell |
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|
2019
Q1 | $27.9M | Buy |
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|
2018
Q4 | $27.4M | Buy |
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|
2018
Q3 | $32M | Buy |
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|
2018
Q2 | $26.2M | Buy |
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|
2018
Q1 | $14M | Sell |
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|
2017
Q4 | $14.4M | Buy |
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|
2017
Q3 | $5.71M | Buy |
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|
2017
Q2 | $5.09M | Buy |
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|
2017
Q1 | $4.11M | Buy |
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|
2016
Q4 | $4.07M | Buy |
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|
2016
Q3 | $2.63M | Buy |
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|
2016
Q2 | $2.55M | Sell |
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|
2016
Q1 | $2.6M | Sell |
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|
2015
Q4 | $3.02M | Buy |
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|
2015
Q3 | $2.95M | Buy |
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|
2015
Q2 | $2.77M | Buy |
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|
2015
Q1 | $2.51M | Buy |
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|
2014
Q4 | $2.52M | Buy |
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|
2014
Q3 | $2.22M | Buy |
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|
2014
Q2 | $2.22M | Buy |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Sell |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $21K | Buy |
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