Ladenburg Thalmann Financial Services’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $483K | Sell |
17,048
-29,005
| -63% | -$822K | ﹤0.01% | 1849 |
|
|
2019
Q3 | $1.24M | Buy |
46,053
+879
| +2% | +$23.7K | 0.01% | 1086 |
|
|
2019
Q2 | $1.35M | Sell |
45,174
-1,390
| -3% | -$41.5K | 0.01% | 1021 |
|
|
2019
Q1 | $1.4M | Buy |
46,564
+53
| +0.1% | +$1.6K | 0.01% | 960 |
|
|
2018
Q4 | $1.38M | Sell |
46,511
-1,601
| -3% | -$47.6K | 0.01% | 861 |
|
|
2018
Q3 | $1.69M | Buy |
48,112
+2,220
| +5% | +$78.1K | 0.01% | 809 |
|
|
2018
Q2 | $1.4M | Hold |
45,892
| – | – | 0.01% | 868 |
|
|
2018
Q1 | $1.4M | Buy |
45,892
+8,100
| +21% | +$248K | 0.01% | 868 |
|
|
2017
Q4 | $1.16M | Sell |
37,792
-1,242
| -3% | -$38.3K | 0.01% | 973 |
|
|
2017
Q3 | $1.15M | Buy |
39,034
+3
| +0% | +$88 | 0.01% | 909 |
|
|
2017
Q2 | $1.04M | Sell |
39,031
-575
| -1% | -$15.2K | 0.01% | 920 |
|
|
2017
Q1 | $980K | Buy |
39,606
+295
| +0.8% | +$7.3K | 0.01% | 909 |
|
|
2016
Q4 | $1.01M | Buy |
39,311
+1,302
| +3% | +$33.6K | 0.01% | 847 |
|
|
2016
Q3 | $683K | Buy |
38,009
+2,360
| +7% | +$42.4K | 0.01% | 1007 |
|
|
2016
Q2 | $626K | Buy |
35,649
+28,971
| +434% | +$509K | 0.01% | 1010 |
|
|
2016
Q1 | $117K | Hold |
6,678
| – | – | ﹤0.01% | 1951 |
|
|
2015
Q4 | $126K | Sell |
6,678
-468
| -7% | -$8.83K | ﹤0.01% | 1897 |
|
|
2015
Q3 | $134K | Buy |
7,146
+2,559
| +56% | +$48K | ﹤0.01% | 1775 |
|
|
2015
Q2 | $82K | Hold |
4,587
| – | – | ﹤0.01% | 2235 |
|
|
2015
Q1 | $78K | Hold |
4,587
| – | – | ﹤0.01% | 2241 |
|
|
2014
Q4 | $81K | Buy |
+4,587
| New | +$81K | ﹤0.01% | 2034 |
|