Legal & General Group’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 | $2.26M | Buy |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $2.01M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $1.93M | Sell |
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|
2021
Q1 | $2.86M | Buy |
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|
2020
Q4 | $2.35M | Hold |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.89M | Sell |
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|
2019
Q4 | $2.68M | Buy |
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|
2019
Q3 | $2.41M | Buy |
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|
2019
Q2 | $2.33M | Sell |
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|
2019
Q1 | $2.39M | Buy |
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|
2018
Q4 | $2.13M | Buy |
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|
2018
Q3 | $2.5M | Buy |
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|
2018
Q2 | $1.99M | Buy |
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|
2018
Q1 | $165K | Sell |
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|
2017
Q4 | $227K | Sell |
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|
2017
Q3 | $233K | Buy |
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|
2017
Q2 | $195K | Buy |
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|
2017
Q1 | $175K | Sell |
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|
2016
Q4 | $185K | Buy |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $88K | Hold |
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|
2016
Q1 | $90K | Hold |
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|
2015
Q4 | $96K | Hold |
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|
2015
Q3 | $97K | Hold |
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|
2015
Q2 | $91K | Hold |
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|
2015
Q1 | $87K | Hold |
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|
2014
Q4 | $91K | Hold |
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|
2014
Q3 | $82K | Buy |
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