Citigroup’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
Q2 | $1.63M | Sell |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $464K | Sell |
|
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $580K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $398K | Buy |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $1.27M | Buy |
|
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|
2019
Q3 | $683K | Buy |
|
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|
2019
Q2 | $657K | Sell |
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|
2019
Q1 | $702K | Sell |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $253K | Sell |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $349K | Buy |
|
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|
2017
Q4 | $220K | Sell |
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|
2017
Q3 | $246K | Buy |
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|
2017
Q2 | $169K | Sell |
|
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|
2017
Q1 | $340K | Sell |
|
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $589K | Buy |
|
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|
2016
Q2 | $102K | Sell |
|
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|
2016
Q1 | $456K | Buy |
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|
2015
Q4 | $335K | Buy |
|
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|
2015
Q3 | $20K | Sell |
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|
2015
Q2 | $104K | Buy |
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|
2015
Q1 | $33K | Sell |
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|
2014
Q4 | $95K | Buy |
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|
2014
Q3 | $17K | Buy |
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|
2014
Q2 | $4K | Sell |
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|
2014
Q1 | $39K | Sell |
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|
2013
Q4 | $139K | Buy |
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|
2013
Q3 | $42K | Sell |
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|
2013
Q2 | $97K | Buy |
|