Baird Financial Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $994K | Hold |
38,245
| – | – | ﹤0.01% | 1256 |
|
|
2025
Q4 | $904K | Hold |
38,245
| – | – | ﹤0.01% | 1277 |
|
|
2025
Q3 | $925K | Sell |
38,245
-11,571
| -23% | -$280K | ﹤0.01% | 1274 |
|
|
2025
Q2 | $1.19M | Hold |
49,816
| – | – | ﹤0.01% | 1169 |
|
|
2025
Q1 | $1.21M | Buy |
49,816
+5,764
| +13% | +$141K | ﹤0.01% | 1116 |
|
|
2024
Q4 | $1.08M | Hold |
44,052
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q3 | $959K | Sell |
44,052
-1,000
| -2% | -$21.3K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $812K | Hold |
45,052
| – | – | ﹤0.01% | 1247 |
|
|
2024
Q1 | $874K | Sell |
45,052
-2,000
| -4% | -$38.5K | ﹤0.01% | 1195 |
|
|
2023
Q4 | $1.01M | Sell |
47,052
-1,291
| -3% | -$23.4K | ﹤0.01% | 1131 |
|
|
2023
Q3 | $788K | Sell |
48,343
-348
| -0.7% | -$6.07K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $787K | Buy |
48,691
+375
| +0.8% | +$6.53K | ﹤0.01% | 1194 |
|
|
2023
Q1 | $1.03M | Sell |
48,316
-1,832
| -4% | -$49.4K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $1.54M | Buy |
50,148
+38
| +0.1% | +$1.19K | ﹤0.01% | 951 |
|
|
2022
Q3 | $1.33M | Sell |
50,110
-43
| -0.1% | -$1.13K | ﹤0.01% | 963 |
|
|
2022
Q2 | $1.26M | Hold |
50,153
| – | – | ﹤0.01% | 993 |
|
|
2022
Q1 | $1.26M | Buy |
50,153
+64
| +0.1% | +$1.64K | ﹤0.01% | 1051 |
|
|
2021
Q4 | $1.22M | Buy |
50,089
+11,497
| +30% | +$284K | ﹤0.01% | 1122 |
|
|
2021
Q3 | $984K | Sell |
38,592
-11,539
| -23% | -$280K | ﹤0.01% | 1204 |
|
|
2021
Q2 | $1.25M | Buy |
50,131
+700
| +1% | +$19.5K | ﹤0.01% | 1092 |
|
|
2021
Q1 | $1.4M | Buy |
49,431
+666
| +1% | +$17.4K | ﹤0.01% | 1014 |
|
|
2020
Q4 | $1.14M | Sell |
48,765
-546
| -1% | -$12.3K | ﹤0.01% | 962 |
|
|
2020
Q3 | $907K | Sell |
49,311
-113
| -0.2% | -$2.21K | ﹤0.01% | 972 |
|
|
2020
Q2 | $988K | Buy |
49,424
+29,700
| +151% | +$560K | ﹤0.01% | 938 |
|
|
2020
Q1 | $394K | Sell |
19,724
-3,500
| -15% | -$86.5K | ﹤0.01% | 1125 |
|
|
2019
Q4 | $657K | Buy |
23,224
+250
| +1% | +$6.9K | ﹤0.01% | 1093 |
|
|
2019
Q3 | $619K | Sell |
22,974
-3,301
| -13% | -$91.1K | ﹤0.01% | 1104 |
|
|
2019
Q2 | $776K | Buy |
26,275
+326
| +1% | +$9.81K | ﹤0.01% | 1070 |
|
|
2019
Q1 | $782K | Sell |
25,949
-1,539
| -6% | -$48.2K | ﹤0.01% | 928 |
|
|
2018
Q4 | $817K | Buy |
27,488
+7,390
| +37% | +$242K | 0.01% | 853 |
|
|
2018
Q3 | $697K | Sell |
20,098
-13,711
| -41% | -$492K | ﹤0.01% | 948 |
|
|
2018
Q2 | $1.18M | Sell |
33,809
-106
| -0.3% | -$3.4K | 0.01% | 792 |
|
|
2018
Q1 | $1.04M | Sell |
33,915
-290
| -0.8% | -$8.95K | 0.01% | 815 |
|
|
2017
Q4 | $1.05M | Buy |
34,205
+1
| +0% | +$31 | 0.01% | 809 |
|
|
2017
Q3 | $1.01M | Sell |
34,204
-1,174
| -3% | -$31.6K | 0.01% | 791 |
|
|
2017
Q2 | $938K | Sell |
35,378
-330
| -0.9% | -$8.27K | 0.01% | 806 |
|
|
2017
Q1 | $884K | Buy |
35,708
+410
| +1% | +$10.3K | 0.01% | 821 |
|
|
2016
Q4 | $909K | Buy |
35,298
+1,172
| +3% | +$25.1K | 0.01% | 788 |
|
|
2016
Q3 | $613K | Buy |
34,126
+2,915
| +9% | +$52.1K | 0.01% | 881 |
|
|
2016
Q2 | $571K | Sell |
31,211
-1,915
| -6% | -$33.9K | 0.01% | 892 |
|
|
2016
Q1 | $582K | Hold |
33,126
| – | – | 0.01% | 878 |
|
|
2015
Q4 | $624K | Buy |
33,126
+1,774
| +6% | +$33.5K | 0.01% | 845 |
|
|
2015
Q3 | $590K | Sell |
31,352
-142
| -0.5% | -$2.57K | 0.01% | 858 |
|
|
2015
Q2 | $563K | Buy |
+31,494
| New | +$545K | 0.01% | 919 |
|
Other funds holding HFWA
VCM
BCM
