Invesco’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 | $6.56M | Sell |
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|
2025
Q1 | $8M | Sell |
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|
2024
Q4 | $9.05M | Buy |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.83M | Buy |
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|
2023
Q4 | $3.05M | Buy |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $5.7M | Sell |
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|
2023
Q1 | $23.8M | Buy |
|
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|
2022
Q4 | $33.3M | Sell |
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|
2022
Q3 | $30.2M | Buy |
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|
2022
Q2 | $23.5M | Sell |
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|
2022
Q1 | $23.8M | Buy |
|
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|
2021
Q4 | $22.9M | Sell |
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|
2021
Q3 | $24.5M | Sell |
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|
2021
Q2 | $24.2M | Sell |
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|
2021
Q1 | $28.1M | Buy |
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|
2020
Q4 | $22.5M | Buy |
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|
2020
Q3 | $17.2M | Sell |
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|
2020
Q2 | $24.8M | Sell |
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|
2020
Q1 | $26.6M | Buy |
|
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|
2019
Q4 | $34.7M | Sell |
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|
2019
Q3 | $33.1M | Buy |
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|
2019
Q2 | $31.3M | Buy |
|
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|
2019
Q1 | $15.2M | Buy |
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|
2018
Q4 | $11M | Buy |
|
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|
2018
Q3 | $12.7M | Buy |
|
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|
2018
Q2 | $940K | Sell |
|
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.41M | Buy |
|
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|
2017
Q3 | $1.35M | Buy |
|
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|
2017
Q2 | $1.19M | Sell |
|
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $1.12M | Buy |
|
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|
2016
Q3 | $770K | Buy |
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|
2016
Q2 | $660K | Buy |
|
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|
2016
Q1 | $406K | Sell |
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|
2015
Q4 | $451K | Buy |
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|
2015
Q3 | $434K | Buy |
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|
2015
Q2 | $408K | Buy |
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|
2015
Q1 | $383K | Buy |
|
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|
2014
Q4 | $244K | Buy |
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|
2014
Q3 | $209K | Sell |
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|
2014
Q2 | $347K | Buy |
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|
2014
Q1 | $207K | Buy |
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|
2013
Q4 | $195K | Buy |
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|
2013
Q3 | $163K | Buy |
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|
2013
Q2 | $138K | Buy |
|