Hotchkis & Wiley Capital Management’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
Q2 | $6.77M | Sell |
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|
2025
Q1 | $7.1M | Sell |
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|
2024
Q4 | $7.92M | Buy |
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|
2024
Q3 | $6.77M | Sell |
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|
2024
Q2 | $6.03M | Buy |
|
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|
2024
Q1 | $5.39M | Buy |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $2.68M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.8M | Sell |
|
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|
2022
Q1 | $5.2M | Buy |
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|
2021
Q4 | $4.52M | Buy |
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|
2021
Q3 | $2.36M | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $2.37M | Buy |
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|
2020
Q1 | $2.31M | Sell |
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|
2019
Q4 | $3.57M | Buy |
|