Fifth Third Bancorp’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 | $350K | Buy |
13,475
+13,083
| +3,338% | +$340K | ﹤0.01% | 2234 |
|
|
2025
Q4 | $9.27K | Sell |
392
-4
| -1% | -$94 | ﹤0.01% | 2151 |
|
|
2025
Q3 | $9.58K | Buy |
396
+21
| +6% | +$509 | ﹤0.01% | 2158 |
|
|
2025
Q2 | $8.94K | Sell |
375
-22
| -6% | -$506 | ﹤0.01% | 2051 |
|
|
2025
Q1 | $9.66K | Buy |
397
+35
| +10% | +$854 | ﹤0.01% | 2015 |
|
|
2024
Q4 | $8.87K | Hold |
362
| – | – | ﹤0.01% | 2012 |
|
|
2024
Q3 | $7.88K | Buy |
362
+14
| +4% | +$299 | ﹤0.01% | 2071 |
|
|
2024
Q2 | $6.27K | Hold |
348
| – | – | ﹤0.01% | 2061 |
|
|
2024
Q1 | $6.75K | Hold |
348
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q4 | $7.44K | Sell |
348
-221
| -39% | -$4.01K | ﹤0.01% | 2058 |
|
|
2023
Q3 | $9.28K | Buy |
569
+10
| +2% | +$174 | ﹤0.01% | 1978 |
|
|
2023
Q2 | $9.04K | Buy |
559
+431
| +337% | +$7.5K | ﹤0.01% | 2011 |
|
|
2023
Q1 | $2.74K | Buy |
+128
| New | +$3.45K | ﹤0.01% | 2496 |
|
|
2022
Q1 | – | Sell |
-65
| Closed | -$2K | – | 2714 |
|
|
2021
Q4 | $2K | Sell |
65
-171
| -72% | -$4.22K | ﹤0.01% | 2547 |
|
|
2021
Q3 | $6K | Sell |
236
-58
| -20% | -$1.41K | ﹤0.01% | 2152 |
|
|
2021
Q2 | $7K | Sell |
294
-106
| -27% | -$2.95K | ﹤0.01% | 2123 |
|
|
2021
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 1981 |
|
|
2020
Q4 | $9K | Buy |
400
+335
| +515% | +$7.53K | ﹤0.01% | 1966 |
|
|
2020
Q3 | $1K | Buy |
+65
| New | +$1.27K | ﹤0.01% | 2165 |
|
|
2019
Q4 | – | Sell |
-1,953
| Closed | -$53K | – | 2255 |
|
|
2019
Q3 | $53K | Buy |
1,953
+323
| +20% | +$8.92K | ﹤0.01% | 1335 |
|
|
2019
Q2 | $48K | Buy |
1,630
+301
| +23% | +$9.06K | ﹤0.01% | 1362 |
|
|
2019
Q1 | $40K | Buy |
1,329
+615
| +86% | +$19.3K | ﹤0.01% | 1347 |
|
|
2018
Q4 | $21K | Buy |
714
+10
| +1% | +$327 | ﹤0.01% | 1557 |
|
|
2018
Q3 | $25K | Buy |
704
+50
| +8% | +$1.8K | ﹤0.01% | 1553 |
|
|
2018
Q2 | $23K | Buy |
654
+56
| +9% | +$1.79K | ﹤0.01% | 1618 |
|
|
2018
Q1 | $18K | Sell |
598
-63
| -10% | -$1.94K | ﹤0.01% | 1702 |
|
|
2017
Q4 | $20K | Hold |
661
| – | – | ﹤0.01% | 1608 |
|
|
2017
Q3 | $19K | Buy |
661
+436
| +194% | +$11.7K | ﹤0.01% | 1603 |
|
|
2017
Q2 | $6K | Buy |
225
+137
| +156% | +$3.44K | ﹤0.01% | 1863 |
|
|
2017
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 1985 |
|
|
2016
Q4 | $2K | Buy |
+88
| New | +$1.88K | ﹤0.01% | 2062 |
|
Other funds holding HFWA
VCM
BCM
