Charles Schwab’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 | $7.93M | Buy |
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|
2025
Q2 | $7.71M | Sell |
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|
2025
Q1 | $7.88M | Sell |
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|
2024
Q4 | $30.6M | Buy |
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|
2024
Q3 | $27M | Sell |
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|
2024
Q2 | $22.7M | Sell |
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|
2024
Q1 | $24.9M | Buy |
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|
2023
Q4 | $21.6M | Buy |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $18.7M | Sell |
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|
2022
Q4 | $28M | Buy |
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|
2022
Q3 | $21.7M | Buy |
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|
2022
Q2 | $18.5M | Buy |
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|
2022
Q1 | $16.8M | Buy |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $15.3M | Buy |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $14.3M | Sell |
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|
2020
Q4 | $12.6M | Buy |
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|
2020
Q3 | $9.74M | Buy |
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|
2020
Q2 | $9.92M | Buy |
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|
2020
Q1 | $4.59M | Buy |
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|
2019
Q4 | $6.4M | Buy |
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|
2019
Q3 | $6.08M | Buy |
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|
2019
Q2 | $5.9M | Buy |
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|
2019
Q1 | $5.94M | Buy |
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|
2018
Q4 | $5.51M | Sell |
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|
2018
Q3 | $6.56M | Buy |
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|
2018
Q2 | $5.53M | Buy |
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|
2018
Q1 | $4.45M | Buy |
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|
2017
Q4 | $4.11M | Buy |
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|
2017
Q3 | $3.51M | Buy |
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|
2017
Q2 | $2.99M | Buy |
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|
2017
Q1 | $2.52M | Buy |
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|
2016
Q4 | $2.49M | Buy |
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|
2016
Q3 | $1.65M | Buy |
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|
2016
Q2 | $909K | Hold |
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|
2016
Q1 | $909K | Hold |
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|
2015
Q4 | $974K | Hold |
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|
2015
Q3 | $973K | Hold |
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|
2015
Q2 | $924K | Hold |
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|
2015
Q1 | $879K | Hold |
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|
2014
Q4 | $907K | Hold |
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|
2014
Q3 | $819K | Hold |
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|
2014
Q2 | $832K | Buy |
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|
2014
Q1 | $460K | Hold |
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|
2013
Q4 | $465K | Hold |
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|
2013
Q3 | $425K | Hold |
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|
2013
Q2 | $401K | Buy |
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