Lazard Asset Management
HFWA icon

Lazard Asset Management’s Heritage Financial HFWA Stock Holding History

Lazard Asset Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
40,326
+7,197
+22% +$187K ﹤0.01% 1145
2025
Q4 		$784K Hold
33,129
– – ﹤0.01% 1221
2025
Q3 		$801K Hold
33,129
– – ﹤0.01% 1210
2025
Q2 		$789K Buy
33,129
+2,663
+9% +$61.3K ﹤0.01% 1367
2025
Q1 		$741K Buy
+30,466
New +$743K ﹤0.01% 1306
2024
Q3 		– Sell
-6,880
Closed -$123K – 2345
2024
Q2 		$123K Buy
+6,880
New +$123K ﹤0.01% 1691
2024
Q1 		– Sell
-3,763
Closed -$80K – 2191
2023
Q4 		$80K Buy
+3,763
New +$68.2K ﹤0.01% 1747
2023
Q3 		– Sell
-1,134
Closed -$18K – 2365
2023
Q2 		$18K Hold
1,134
– – ﹤0.01% 2116
2023
Q1 		$24K Sell
1,134
-27,473
-96% -$741K ﹤0.01% 2015
2022
Q4 		$876K Hold
28,607
– – ﹤0.01% 1021
2022
Q3 		$757K Hold
28,607
– – ﹤0.01% 1032
2022
Q2 		$719K Buy
+28,607
New +$714K ﹤0.01% 1052
2022
Q1 		– Sell
-1,227
Closed -$29K – 2409
2021
Q4 		$29K Buy
+1,227
New +$30.3K ﹤0.01% 1948

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