First Horizon Advisors’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 | $9.42K | Hold |
395
| – | – | ﹤0.01% | 1695 |
|
|
2025
Q1 | $9.61K | Sell |
395
-344
| -47% | -$8.37K | ﹤0.01% | 1612 |
|
|
2024
Q4 | $18.1K | Hold |
739
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q3 | $16.1K | Buy |
739
+299
| +68% | +$6.51K | ﹤0.01% | 1452 |
|
|
2024
Q2 | $7.93K | Sell |
440
-534
| -55% | -$9.63K | ﹤0.01% | 1620 |
|
|
2024
Q1 | $18.9K | Hold |
974
| – | – | ﹤0.01% | 1360 |
|
|
2023
Q4 | $20.8K | Hold |
974
| – | – | ﹤0.01% | 1321 |
|
|
2023
Q3 | $15.9K | Sell |
974
-269
| -22% | -$4.39K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $20.1K | Buy |
1,243
+175
| +16% | +$2.83K | ﹤0.01% | 1270 |
|
|
2023
Q1 | $22.9K | Sell |
1,068
-249
| -19% | -$5.33K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $40.4K | Sell |
1,317
-86
| -6% | -$2.64K | ﹤0.01% | 951 |
|
|
2022
Q3 | $36K | Sell |
1,403
-517
| -27% | -$13.3K | ﹤0.01% | 968 |
|
|
2022
Q2 | $48K | Buy |
1,920
+335
| +21% | +$8.38K | ﹤0.01% | 949 |
|
|
2022
Q1 | $40K | Hold |
1,585
| – | – | ﹤0.01% | 696 |
|
|
2021
Q4 | $39K | Hold |
1,585
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q3 | $41K | Hold |
1,585
| – | – | ﹤0.01% | 985 |
|
|
2021
Q2 | $40K | Sell |
1,585
-93
| -6% | -$2.35K | ﹤0.01% | 865 |
|
|
2021
Q1 | $47K | Buy |
1,678
+1,245
| +288% | +$34.9K | ﹤0.01% | 763 |
|
|
2020
Q4 | $10K | Buy |
433
+108
| +33% | +$2.49K | ﹤0.01% | 1072 |
|
|
2020
Q3 | $6K | Hold |
325
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q2 | $7K | Hold |
325
| – | – | ﹤0.01% | 1098 |
|
|
2020
Q1 | $7K | Hold |
325
| – | – | ﹤0.01% | 1023 |
|
|
2019
Q4 | $9K | Hold |
325
| – | – | ﹤0.01% | 1095 |
|
|
2019
Q3 | $9K | Hold |
325
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q2 | $10K | Buy |
325
+100
| +44% | +$3.08K | ﹤0.01% | 1084 |
|
|
2019
Q1 | $7K | Hold |
225
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 1180 |
|
|
2018
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q1 | $7K | Hold |
225
| – | – | ﹤0.01% | 1114 |
|
|
2017
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q3 | $7K | Buy |
225
+89
| +65% | +$2.77K | ﹤0.01% | 1107 |
|
|
2017
Q2 | $4K | Buy |
136
+15
| +12% | +$441 | ﹤0.01% | 1202 |
|
|
2017
Q1 | $3K | Buy |
121
+21
| +21% | +$521 | ﹤0.01% | 1314 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q3 | $2K | Sell |
100
-424
| -81% | -$8.48K | ﹤0.01% | 1315 |
|
|
2016
Q2 | $9K | Hold |
524
| – | – | ﹤0.01% | 987 |
|
|
2016
Q1 | $9K | Buy |
524
+162
| +45% | +$2.78K | ﹤0.01% | 1016 |
|
|
2015
Q4 | $7K | Buy |
362
+167
| +86% | +$3.23K | ﹤0.01% | 987 |
|
|
2015
Q3 | $4K | Buy |
+195
| New | +$4K | ﹤0.01% | 1215 |
|