Heritage Trust’s MetLife MET Stock Holding History

Heritage Trust’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.43M	Sell	30,264 -194	-0.6%	-$15.6K	0.28%	89
2025 Q1	$2.45M	Sell	30,458 -3,399	-10%	-$273K	0.3%	89
2024 Q4	$2.77M	Buy	+33,857	New	+$2.77M	0.33%	81
2024 Q2	$2.46M	Sell	35,114 -2	-0%	-$140	0.33%	84
2024 Q1	$2.6M	Buy	35,116 +198	+0.6%	+$14.7K	0.35%	82
2023 Q4	$2.31M	Buy	34,918 +505	+1%	+$33.4K	0.33%	84
2023 Q3	$2.16M	Sell	34,413 -160	-0.5%	-$10.1K	0.34%	82
2023 Q2	$1.95M	Buy	34,573 +143	+0.4%	+$8.08K	0.29%	93
2023 Q1	$1.99M	Buy	34,430 +296	+0.9%	+$17.2K	0.31%	91
2022 Q4	$2.47M	Sell	34,134 -35	-0.1%	-$2.53K	0.4%	77
2022 Q3	$2.08M	Buy	34,169 +617	+2%	+$37.5K	0.36%	79
2022 Q2	$2.11M	Sell	33,552 -43	-0.1%	-$2.7K	0.34%	83
2022 Q1	$2.36M	Sell	33,595 -502	-1%	-$35.3K	0.33%	83
2021 Q4	$2.13M	Sell	34,097 -20	-0.1%	-$1.25K	0.27%	88
2021 Q3	$2.11M	Buy	34,117 +406	+1%	+$25.1K	0.3%	88
2021 Q2	$2.02M	Buy	33,711 +46	+0.1%	+$2.75K	0.29%	91
2021 Q1	$2.05M	Sell	33,665 -322	-0.9%	-$19.6K	0.31%	89
2020 Q4	$1.6M	Sell	33,987 -433	-1%	-$20.3K	0.26%	92
2020 Q3	$1.28M	Sell	34,420 -16,906	-33%	-$628K	0.24%	98
2020 Q2	$1.88M	Sell	51,326 -1,325	-3%	-$48.4K	0.37%	74
2020 Q1	$1.61M	Sell	52,651 -2,720	-5%	-$83.2K	0.4%	68
2019 Q4	$2.82M	Sell	55,371 -722	-1%	-$36.8K	0.56%	54
2019 Q3	$2.65M	Sell	56,093 -577	-1%	-$27.2K	0.57%	57
2019 Q2	$2.82M	Sell	56,670 -736	-1%	-$36.6K	0.63%	55
2019 Q1	$2.44M	Buy	57,406 +14,227	+33%	+$606K	0.56%	56
2018 Q4	$1.77M	Sell	43,179 -1,864	-4%	-$76.5K	0.73%	41
2018 Q3	$2.1M	Sell	45,043 -84	-0.2%	-$3.92K	0.75%	41
2018 Q2	$1.97M	Buy	45,127 +227	+0.5%	+$9.89K	0.74%	41
2018 Q1	$2.06M	Sell	44,900 -2,300	-5%	-$106K	0.77%	40
2017 Q4	$2.39M	Sell	47,200 -330	-0.7%	-$16.7K	0.86%	37
2017 Q3	$2.47M	Sell	47,530 -8,687	-15%	-$451K	0.91%	34
2017 Q2	$2.75M	Sell	56,217 -2,373	-4%	-$116K	1.06%	30
2017 Q1	$2.76M	Buy	+58,590	New	+$2.76M	1.05%	30