KeyBank National Association’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 | $1.5M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $796K | Buy |
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|
2024
Q1 | $779K | Buy |
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|
2023
Q4 | $728K | Hold |
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $550K | Hold |
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|
2023
Q1 | $728K | Hold |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $901K | Buy |
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|
2022
Q2 | $856K | Hold |
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|
2022
Q1 | $853K | Hold |
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|
2021
Q4 | $832K | Hold |
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|
2021
Q3 | $868K | Hold |
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|
2021
Q2 | $852K | Hold |
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|
2021
Q1 | $961K | Hold |
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|
2020
Q4 | $796K | Sell |
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|
2020
Q3 | $700K | Hold |
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|
2020
Q2 | $761K | Sell |
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|
2020
Q1 | $801K | Hold |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1.08M | Hold |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $1.32M | Hold |
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|
2018
Q2 | $1.31M | Hold |
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|
2018
Q1 | $1.15M | Hold |
|
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|
2017
Q4 | $1.16M | Hold |
|
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|
2017
Q3 | $1.11M | Hold |
|
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|
2017
Q2 | $994K | Hold |
|
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|
2017
Q1 | $928K | Hold |
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|
2016
Q4 | $966K | Hold |
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|
2016
Q3 | $673K | Hold |
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|
2016
Q2 | $659K | Hold |
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|
2016
Q1 | $659K | Hold |
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|
2015
Q4 | $706K | Sell |
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|
2015
Q3 | $791K | Hold |
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|
2015
Q2 | $751K | Sell |
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|
2015
Q1 | $1.35M | Hold |
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|
2014
Q4 | $1.4M | Sell |
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|
2014
Q3 | $1.27M | Buy |
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|
2014
Q2 | $1.23M | Hold |
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|
2014
Q1 | $1.29M | Hold |
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|
2013
Q4 | $1.3M | Sell |
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|
2013
Q3 | $1.19M | Sell |
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|
2013
Q2 | $1.19M | Buy |
|