HSBC Holdings’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,311
| Closed | -$443K | – | 2683 |
|
|
2024
Q3 | $443K | Buy |
+20,311
| New | +$443K | ﹤0.01% | 1726 |
|
|
2024
Q2 | – | Sell |
-84,618
| Closed | -$1.64M | – | 2617 |
|
|
2024
Q1 | $1.64M | Sell |
84,618
-98,032
| -54% | -$1.9M | ﹤0.01% | 1263 |
|
|
2023
Q4 | $3.93M | Buy |
182,650
+164,377
| +900% | +$3.53M | ﹤0.01% | 988 |
|
|
2023
Q3 | $299K | Buy |
18,273
+6,096
| +50% | +$99.9K | ﹤0.01% | 1739 |
|
|
2023
Q2 | $198K | Sell |
12,177
-37,527
| -76% | -$612K | ﹤0.01% | 1903 |
|
|
2023
Q1 | $1.06M | Sell |
49,704
-122,469
| -71% | -$2.62M | ﹤0.01% | 1373 |
|
|
2022
Q4 | $5.29M | Buy |
172,173
+88,921
| +107% | +$2.73M | 0.01% | 1005 |
|
|
2022
Q3 | $2.24M | Sell |
83,252
-6,643
| -7% | -$179K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $2.28M | Buy |
89,895
+4,236
| +5% | +$107K | ﹤0.01% | 1272 |
|
|
2022
Q1 | $2.15M | Buy |
85,659
+23,527
| +38% | +$590K | ﹤0.01% | 1316 |
|
|
2021
Q4 | $1.51M | Buy |
+62,132
| New | +$1.51M | ﹤0.01% | 1435 |
|
|
2021
Q3 | – | Sell |
-12,827
| Closed | -$322K | – | 2562 |
|
|
2021
Q2 | $322K | Buy |
+12,827
| New | +$322K | ﹤0.01% | 2051 |
|