First Trust Advisors’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
Q3 | $693K | Sell |
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|
2025
Q2 | $943K | Buy |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $935K | Buy |
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|
2022
Q3 | $504K | Sell |
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|
2022
Q2 | $1.79M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q4 | $340K | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $726K | Sell |
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|
2020
Q1 | $973K | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $790K | Sell |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.97M | Sell |
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|
2018
Q3 | $4.09M | Buy |
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|
2018
Q2 | $3.45M | Buy |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.11M | Sell |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.88M | Sell |
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|
2017
Q1 | $1.98M | Sell |
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|
2016
Q4 | $2.17M | Buy |
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|
2016
Q3 | $792K | Sell |
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|
2016
Q2 | $792K | Sell |
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|
2016
Q1 | $796K | Sell |
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|
2015
Q4 | $1M | Buy |
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|
2015
Q3 | $675K | Buy |
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|
2015
Q2 | $513K | Sell |
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|
2015
Q1 | $489K | Sell |
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|
2014
Q4 | $626K | Buy |
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|
2014
Q3 | $535K | Buy |
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|
2014
Q2 | $267K | Buy |
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