KBC Group’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 |
-1,884
| Closed | -$41K | – | 1844 |
|
|
2024
Q3 | $41K | Hold |
1,884
| – | – | ﹤0.01% | 1775 |
|
|
2024
Q2 | $34K | Hold |
1,884
| – | – | ﹤0.01% | 1789 |
|
|
2024
Q1 | $37K | Hold |
1,884
| – | – | ﹤0.01% | 1695 |
|
|
2023
Q4 | $40K | Hold |
1,884
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q3 | $31K | Sell |
1,884
-1,063
| -36% | -$17.5K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $48K | Hold |
2,947
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q1 | $63K | Sell |
2,947
-951
| -24% | -$20.3K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $119K | Hold |
3,898
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q3 | $103K | Hold |
3,898
| – | – | ﹤0.01% | 1172 |
|
|
2022
Q2 | $98K | Sell |
3,898
-876
| -18% | -$22K | ﹤0.01% | 1226 |
|
|
2022
Q1 | $120K | Buy |
4,774
+930
| +24% | +$23.4K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $94K | Hold |
3,844
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q3 | $98K | Buy |
+3,844
| New | +$98K | ﹤0.01% | 1170 |
|