Deutsche 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $866K | Buy |
33,325
+4,779
| +17% | +$124K | ﹤0.01% | 2274 |
|
|
2025
Q4 | $675K | Buy |
28,546
+2,036
| +8% | +$47.9K | ﹤0.01% | 2403 |
|
|
2025
Q3 | $641K | Buy |
26,510
+4,569
| +21% | +$111K | ﹤0.01% | 2426 |
|
|
2025
Q2 | $523K | Sell |
21,941
-4,966
| -18% | -$114K | ﹤0.01% | 2435 |
|
|
2025
Q1 | $655K | Sell |
26,907
-2,964
| -10% | -$72.3K | ﹤0.01% | 2362 |
|
|
2024
Q4 | $732K | Buy |
29,871
+11,210
| +60% | +$272K | ﹤0.01% | 2413 |
|
|
2024
Q3 | $406K | Buy |
18,661
+4,604
| +33% | +$98.2K | ﹤0.01% | 2583 |
|
|
2024
Q2 | $253K | Sell |
14,057
-3,119
| -18% | -$56K | ﹤0.01% | 2676 |
|
|
2024
Q1 | $333K | Sell |
17,176
-1,193
| -6% | -$23K | ﹤0.01% | 2547 |
|
|
2023
Q4 | $393K | Sell |
18,369
-498
| -3% | -$9.03K | ﹤0.01% | 2493 |
|
|
2023
Q3 | $308K | Sell |
18,867
-14,158
| -43% | -$247K | ﹤0.01% | 2496 |
|
|
2023
Q2 | $534K | Sell |
33,025
-34,256
| -51% | -$596K | ﹤0.01% | 2328 |
|
|
2023
Q1 | $1.44M | Buy |
67,281
+47,935
| +248% | +$1.29M | ﹤0.01% | 1874 |
|
|
2022
Q4 | $593K | Buy |
19,346
+4,746
| +33% | +$148K | ﹤0.01% | 2349 |
|
|
2022
Q3 | $386K | Sell |
14,600
-8,845
| -38% | -$233K | ﹤0.01% | 2536 |
|
|
2022
Q2 | $590K | Buy |
23,445
+649
| +3% | +$16.2K | ﹤0.01% | 2490 |
|
|
2022
Q1 | $572K | Sell |
22,796
-2,218
| -9% | -$56.7K | ﹤0.01% | 2668 |
|
|
2021
Q4 | $611K | Buy |
25,014
+339
| +1% | +$8.36K | ﹤0.01% | 2711 |
|
|
2021
Q3 | $629K | Sell |
24,675
-1,488
| -6% | -$36.2K | ﹤0.01% | 2887 |
|
|
2021
Q2 | $655K | Sell |
26,163
-1,208
| -4% | -$33.6K | ﹤0.01% | 3053 |
|
|
2021
Q1 | $773K | Sell |
27,371
-1,669
| -6% | -$43.7K | ﹤0.01% | 2828 |
|
|
2020
Q4 | $679K | Buy |
29,040
+6,394
| +28% | +$144K | ﹤0.01% | 2705 |
|
|
2020
Q3 | $416K | Buy |
22,646
+1,472
| +7% | +$28.8K | ﹤0.01% | 2774 |
|
|
2020
Q2 | $424K | Buy |
21,174
+4,972
| +31% | +$93.7K | ﹤0.01% | 2739 |
|
|
2020
Q1 | $324K | Buy |
16,202
+3,388
| +26% | +$83.7K | ﹤0.01% | 2706 |
|
|
2019
Q4 | $362K | Sell |
12,814
-5,990
| -32% | -$165K | ﹤0.01% | 2891 |
|
|
2019
Q3 | $505K | Buy |
18,804
+6,919
| +58% | +$191K | ﹤0.01% | 2679 |
|
|
2019
Q2 | $349K | Sell |
11,885
-37,538
| -76% | -$1.13M | ﹤0.01% | 3506 |
|
|
2019
Q1 | $1.49M | Buy |
49,423
+3,216
| +7% | +$101K | ﹤0.01% | 2710 |
|
|
2018
Q4 | $1.37M | Sell |
46,207
-42,548
| -48% | -$1.39M | ﹤0.01% | 2662 |
|
|
2018
Q3 | $3.12M | Sell |
88,755
-37,071
| -29% | -$1.33M | ﹤0.01% | 2556 |
|
|
2018
Q2 | $4.38M | Sell |
125,826
-11,084
| -8% | -$355K | ﹤0.01% | 2395 |
|
|
2018
Q1 | $4.19M | Buy |
136,910
+9,993
| +8% | +$308K | ﹤0.01% | 2365 |
|
|
2017
Q4 | $3.91M | Buy |
126,917
+59,292
| +88% | +$1.83M | ﹤0.01% | 2211 |
|
|
2017
Q3 | $1.99M | Sell |
67,625
-5,574
| -8% | -$150K | ﹤0.01% | 2547 |
|
|
2017
Q2 | $1.94M | Buy |
73,199
+27,074
| +59% | +$679K | ﹤0.01% | 2586 |
|
|
2017
Q1 | $1.14M | Sell |
46,125
-7,996
| -15% | -$200K | ﹤0.01% | 2571 |
|
|
2016
Q4 | $1.39M | Buy |
54,121
+11,141
| +26% | +$238K | ﹤0.01% | 2479 |
|
|
2016
Q3 | $770K | Buy |
42,980
+10,529
| +32% | +$188K | ﹤0.01% | 2982 |
|
|
2016
Q2 | $569K | Sell |
32,451
-3,234
| -9% | -$57.2K | ﹤0.01% | 3209 |
|
|
2016
Q1 | $625K | Buy |
35,685
+26,410
| +285% | +$466K | ﹤0.01% | 3089 |
|
|
2015
Q4 | $173K | Sell |
9,275
-3,268
| -26% | -$61.8K | ﹤0.01% | 3793 |
|
|
2015
Q3 | $235K | Buy |
12,543
+3,388
| +37% | +$61.3K | ﹤0.01% | 3727 |
|
|
2015
Q2 | $162K | Buy |
9,155
+3,833
| +72% | +$66.3K | ﹤0.01% | 3990 |
|
|
2015
Q1 | $90K | Sell |
5,322
-9,688
| -65% | -$158K | ﹤0.01% | 4168 |
|
|
2014
Q4 | $262K | Sell |
15,010
-85,563
| -85% | -$1.47M | ﹤0.01% | 4141 |
|
|
2014
Q3 | $1.59M | Buy |
100,573
+10,189
| +11% | +$165K | ﹤0.01% | 2680 |
|
|
2014
Q2 | $1.45M | Buy |
90,384
+54,759
| +154% | +$890K | ﹤0.01% | 2670 |
|
|
2014
Q1 | $602K | Buy |
35,625
+1,837
| +5% | +$32.1K | ﹤0.01% | 3217 |
|
|
2013
Q4 | $577K | Buy |
33,788
+14,565
| +76% | +$239K | ﹤0.01% | 3003 |
|
|
2013
Q3 | $298K | Buy |
19,223
+9,584
| +99% | +$150K | ﹤0.01% | 3866 |
|
|
2013
Q2 | $141K | Buy |
+9,639
| New | +$135K | ﹤0.01% | 4033 |
|
Other funds holding HFWA
VCM
BCM
