Comerica Bank’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
Q4 | $277K | Sell |
11,717
-1,884
| -14% | -$44.4K | ﹤0.01% | 2145 |
|
|
2025
Q3 | $329K | Sell |
13,601
-2,463
| -15% | -$59.7K | ﹤0.01% | 2097 |
|
|
2025
Q2 | $383K | Hold |
16,064
| – | – | ﹤0.01% | 2003 |
|
|
2025
Q1 | $391K | Sell |
16,064
-485
| -3% | -$11.8K | ﹤0.01% | 1970 |
|
|
2024
Q4 | $405K | Sell |
16,549
-498
| -3% | -$12.1K | ﹤0.01% | 1982 |
|
|
2024
Q3 | $371K | Sell |
17,047
-365
| -2% | -$7.79K | ﹤0.01% | 2016 |
|
|
2024
Q2 | $314K | Sell |
17,412
-1,840
| -10% | -$33K | ﹤0.01% | 2050 |
|
|
2024
Q1 | $373K | Sell |
19,252
-1,465
| -7% | -$28.2K | ﹤0.01% | 2023 |
|
|
2023
Q4 | $443K | Sell |
20,717
-95
| -0.5% | -$1.72K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $339K | Buy |
+20,812
| New | +$363K | ﹤0.01% | 1977 |
|
|
2022
Q4 | $627K | Sell |
20,774
-5,980
| -22% | -$187K | ﹤0.01% | 1682 |
|
|
2022
Q3 | $841K | Sell |
26,754
-3,115
| -10% | -$82.2K | 0.01% | 1550 |
|
|
2022
Q2 | $792K | Sell |
29,869
-695
| -2% | -$17.3K | 0.01% | 1644 |
|
|
2022
Q1 | $773K | Sell |
30,564
-535
| -2% | -$13.7K | 0.01% | 1691 |
|
|
2021
Q4 | $799K | Sell |
31,099
-1,591
| -5% | -$39.3K | 0.01% | 1684 |
|
|
2021
Q3 | $830K | Sell |
32,690
-974
| -3% | -$23.7K | 0.01% | 1761 |
|
|
2021
Q2 | $820K | Sell |
33,664
-2,592
| -7% | -$72.2K | ﹤0.01% | 1813 |
|
|
2021
Q1 | $1.03M | Sell |
36,256
-1,559
| -4% | -$40.8K | 0.01% | 1736 |
|
|
2020
Q4 | $969K | Buy |
37,815
+94
| +0.2% | +$2.11K | 0.01% | 1740 |
|
|
2020
Q3 | $823K | Sell |
37,721
-250
| -0.7% | -$4.89K | 0.01% | 1673 |
|
|
2020
Q2 | $783K | Buy |
37,971
+2,334
| +7% | +$44K | 0.01% | 1658 |
|
|
2020
Q1 | $659K | Buy |
35,637
+1,224
| +4% | +$30.2K | 0.01% | 1596 |
|
|
2019
Q4 | $911K | Sell |
34,413
-84
| -0.2% | -$2.32K | 0.01% | 1609 |
|
|
2019
Q3 | $932K | Sell |
34,497
-78,551
| -69% | -$2.17M | 0.01% | 1569 |
|
|
2019
Q2 | $3.25M | Sell |
113,048
-1,651
| -1% | -$49.7K | 0.03% | 757 |
|
|
2019
Q1 | $3.54M | Buy |
114,699
+591
| +0.5% | +$18.5K | 0.03% | 730 |
|
|
2018
Q4 | $3.57M | Buy |
114,108
+170
| +0.1% | +$5.56K | 0.03% | 698 |
|
|
2018
Q3 | $3.59M | Buy |
113,938
+31,034
| +37% | +$1.11M | 0.03% | 728 |
|
|
2018
Q2 | $2.89M | Buy |
+82,904
| New | +$2.66M | 0.02% | 1007 |
|
Other funds holding HFWA
BCM
AU