Federated Hermes’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
57,442
+7,199
| +14% | +$172K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $1.22M | Buy |
50,243
+2,689
| +6% | +$65.4K | ﹤0.01% | 1060 |
|
|
2024
Q4 | $1.17M | Sell |
47,554
-2,580
| -5% | -$63.2K | ﹤0.01% | 1063 |
|
|
2024
Q3 | $1.09M | Buy |
50,134
+2,813
| +6% | +$61.2K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $853K | Sell |
47,321
-2,757
| -6% | -$49.7K | ﹤0.01% | 1159 |
|
|
2024
Q1 | $971K | Sell |
50,078
-429
| -0.8% | -$8.32K | ﹤0.01% | 1135 |
|
|
2023
Q4 | $1.08M | Sell |
50,507
-14,637
| -22% | -$313K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $1.06M | Sell |
65,144
-64,894
| -50% | -$1.06M | ﹤0.01% | 1091 |
|
|
2023
Q2 | $2.1M | Buy |
130,038
+4,495
| +4% | +$72.7K | 0.01% | 935 |
|
|
2023
Q1 | $2.69M | Buy |
125,543
+21,444
| +21% | +$459K | 0.01% | 859 |
|
|
2022
Q4 | $3.19M | Buy |
+104,099
| New | +$3.19M | 0.01% | 786 |
|
|
2017
Q2 | – | Sell |
-280
| Closed | -$7K | – | 2140 |
|
|
2017
Q1 | $7K | Buy |
280
+133
| +90% | +$3.33K | ﹤0.01% | 1863 |
|
|
2016
Q4 | $4K | Sell |
147
-3
| -2% | -$82 | ﹤0.01% | 1953 |
|
|
2016
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1982 |
|