Canada Life’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 | $792K | Sell |
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|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $835K | Buy |
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|
2024
Q4 | $838K | Sell |
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|
2024
Q3 | $817K | Buy |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $775K | Sell |
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|
2023
Q3 | $600K | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $680K | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $905K | Buy |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $756K | Sell |
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|
2021
Q3 | $836K | Buy |
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|
2021
Q2 | $771K | Buy |
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|
2021
Q1 | $869K | Sell |
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|
2020
Q4 | $839K | Sell |
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|
2020
Q3 | $730K | Sell |
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|
2020
Q2 | $891K | Sell |
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|
2020
Q1 | $934K | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.34M | Hold |
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|
2018
Q4 | $1.22M | Buy |
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|
2018
Q3 | $1.47M | Buy |
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|
2018
Q2 | $177K | Hold |
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|
2018
Q1 | $157K | Buy |
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|
2017
Q4 | $153K | Hold |
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|
2017
Q3 | $147K | Hold |
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|
2017
Q2 | $131K | Hold |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $128K | Hold |
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|
2016
Q3 | $89K | Hold |
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|
2016
Q2 | $87K | Hold |
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|
2016
Q1 | $87K | Hold |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $94K | Buy |
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