Bessemer Group’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 | $4K | Sell |
182
-157
| -46% | -$3.45K | ﹤0.01% | 2069 |
|
|
2025
Q1 | $8K | Buy |
339
+219
| +183% | +$5.17K | ﹤0.01% | 1858 |
|
|
2024
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 2124 |
|
|
2024
Q3 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 2094 |
|
|
2023
Q3 | – | Sell |
-146
| Closed | -$2K | – | 2222 |
|
|
2023
Q2 | $2K | Hold |
146
| – | – | ﹤0.01% | 2039 |
|
|
2023
Q1 | $3K | Buy |
146
+3
| +2% | +$62 | ﹤0.01% | 1761 |
|
|
2022
Q4 | $4K | Hold |
143
| – | – | ﹤0.01% | 1634 |
|
|
2022
Q3 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 1761 |
|
|
2017
Q4 | – | Sell |
-51,448
| Closed | -$1.52M | – | 1740 |
|
|
2017
Q3 | $1.52M | Sell |
51,448
-100
| -0.2% | -$2.95K | 0.01% | 526 |
|
|
2017
Q2 | $1.37M | Buy |
51,548
+648
| +1% | +$17.2K | 0.01% | 577 |
|
|
2017
Q1 | $1.26M | Buy |
50,900
+3,300
| +7% | +$81.7K | 0.01% | 640 |
|
|
2016
Q4 | $1.23M | Buy |
47,600
+26,400
| +125% | +$680K | 0.01% | 653 |
|
|
2016
Q3 | $381K | Buy |
+21,200
| New | +$381K | ﹤0.01% | 845 |
|