Ameritas Investment Partners’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 | $81.6K | Hold |
3,423
| – | – | ﹤0.01% | 1889 |
|
|
2025
Q1 | $83.3K | Hold |
3,423
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q4 | $83.9K | Hold |
3,423
| – | – | ﹤0.01% | 1889 |
|
|
2024
Q3 | $74.5K | Hold |
3,423
| – | – | ﹤0.01% | 1960 |
|
|
2024
Q2 | $61.7K | Hold |
3,423
| – | – | ﹤0.01% | 2021 |
|
|
2024
Q1 | $66.4K | Hold |
3,423
| – | – | ﹤0.01% | 1988 |
|
|
2023
Q4 | $73.2K | Hold |
3,423
| – | – | ﹤0.01% | 1930 |
|
|
2023
Q3 | $55.8K | Buy |
3,423
+647
| +23% | +$10.6K | ﹤0.01% | 2037 |
|
|
2023
Q2 | $44.9K | Hold |
2,776
| – | – | ﹤0.01% | 2112 |
|
|
2023
Q1 | $59.4K | Hold |
2,776
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q4 | $79.5K | Hold |
2,776
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q3 | $73K | Hold |
2,776
| – | – | ﹤0.01% | 1718 |
|
|
2022
Q2 | $69K | Hold |
2,776
| – | – | ﹤0.01% | 1765 |
|
|
2022
Q1 | $70K | Hold |
2,776
| – | – | ﹤0.01% | 1856 |
|
|
2021
Q4 | $68K | Hold |
2,776
| – | – | ﹤0.01% | 1930 |
|
|
2021
Q3 | $71K | Sell |
2,776
-345
| -11% | -$8.82K | ﹤0.01% | 1913 |
|
|
2021
Q2 | $78K | Hold |
3,121
| – | – | ﹤0.01% | 1887 |
|
|
2021
Q1 | $88K | Hold |
3,121
| – | – | ﹤0.01% | 1750 |
|
|
2020
Q4 | $73K | Hold |
3,121
| – | – | ﹤0.01% | 1749 |
|
|
2020
Q3 | $57K | Hold |
3,121
| – | – | ﹤0.01% | 1754 |
|
|
2020
Q2 | $62K | Hold |
3,121
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q1 | $62K | Hold |
3,121
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q4 | $88K | Hold |
3,121
| – | – | ﹤0.01% | 1592 |
|
|
2019
Q3 | $84K | Hold |
3,121
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q2 | $92K | Buy |
3,121
+318
| +11% | +$9.37K | ﹤0.01% | 1546 |
|
|
2019
Q1 | $84K | Hold |
2,803
| – | – | ﹤0.01% | 1579 |
|
|
2018
Q4 | $83K | Hold |
2,803
| – | – | ﹤0.01% | 1506 |
|
|
2018
Q3 | $99K | Hold |
2,803
| – | – | ﹤0.01% | 1576 |
|
|
2018
Q2 | $98K | Buy |
2,803
+469
| +20% | +$16.4K | ﹤0.01% | 1562 |
|
|
2018
Q1 | $71K | Hold |
2,334
| – | – | ﹤0.01% | 1706 |
|
|
2017
Q4 | $72K | Hold |
2,334
| – | – | ﹤0.01% | 1702 |
|
|
2017
Q3 | $61K | Hold |
2,334
| – | – | ﹤0.01% | 1757 |
|
|
2017
Q2 | $62K | Hold |
2,334
| – | – | ﹤0.01% | 1760 |
|
|
2017
Q1 | $58K | Buy |
+2,334
| New | +$58K | ﹤0.01% | 1750 |
|