Ladenburg Thalmann Financial Services’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $483K | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.35M | Sell |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $1.69M | Buy |
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|
2018
Q2 | $1.4M | Hold |
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|
2018
Q1 | $1.4M | Buy |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $980K | Buy |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $683K | Buy |
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|
2016
Q2 | $626K | Buy |
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|
2016
Q1 | $117K | Hold |
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|
2015
Q4 | $126K | Sell |
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|
2015
Q3 | $134K | Buy |
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|
2015
Q2 | $82K | Hold |
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|
2015
Q1 | $78K | Hold |
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|
2014
Q4 | $81K | Buy |
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