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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Sell |
81,920
-7,224
| -8% | -$188K | ﹤0.01% | 1885 |
|
|
2025
Q4 | $2.11M | Sell |
89,144
-2,768
| -3% | -$65.2K | ﹤0.01% | 1946 |
|
|
2025
Q3 | $2.22M | Sell |
91,912
-3,019
| -3% | -$73.2K | ﹤0.01% | 1934 |
|
|
2025
Q2 | $2.26M | Buy |
94,931
+5,135
| +6% | +$118K | ﹤0.01% | 1928 |
|
|
2025
Q1 | $2.18M | Sell |
89,796
-3,227
| -3% | -$78.7K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $2.28M | Buy |
93,023
+555
| +0.6% | +$13.5K | ﹤0.01% | 1920 |
|
|
2024
Q3 | $2.01M | Sell |
92,468
-2,195
| -2% | -$46.8K | ﹤0.01% | 1964 |
|
|
2024
Q2 | $1.71M | Sell |
94,663
-3,626
| -4% | -$65.1K | ﹤0.01% | 2008 |
|
|
2024
Q1 | $1.91M | Buy |
98,289
+1,113
| +1% | +$21.4K | ﹤0.01% | 1965 |
|
|
2023
Q4 | $2.08M | Sell |
97,176
-1,236
| -1% | -$22.4K | ﹤0.01% | 1939 |
|
|
2023
Q3 | $1.61M | Buy |
98,412
+4,772
| +5% | +$83.2K | ﹤0.01% | 1993 |
|
|
2023
Q2 | $1.51M | Buy |
93,640
+7,123
| +8% | +$124K | ﹤0.01% | 2049 |
|
|
2023
Q1 | $1.85M | Sell |
86,517
-505
| -0.6% | -$13.6K | ﹤0.01% | 1912 |
|
|
2022
Q4 | $2.67M | Buy |
87,022
+1,893
| +2% | +$59.2K | ﹤0.01% | 1738 |
|
|
2022
Q3 | $2.25M | Buy |
85,129
+109
| +0.1% | +$2.88K | ﹤0.01% | 1798 |
|
|
2022
Q2 | $2.14M | Sell |
85,020
-23
| -0% | -$574 | ﹤0.01% | 1853 |
|
|
2022
Q1 | $2.13M | Sell |
85,043
-1,399
| -2% | -$35.7K | ﹤0.01% | 1956 |
|
|
2021
Q4 | $2.11M | Buy |
86,442
+1,976
| +2% | +$48.8K | ﹤0.01% | 2011 |
|
|
2021
Q3 | $2.15M | Buy |
84,466
+7,440
| +10% | +$181K | ﹤0.01% | 1993 |
|
|
2021
Q2 | $1.93M | Sell |
77,026
-24,233
| -24% | -$675K | ﹤0.01% | 1985 |
|
|
2021
Q1 | $2.86M | Buy |
101,259
+833
| +0.8% | +$21.8K | ﹤0.01% | 1822 |
|
|
2020
Q4 | $2.35M | Hold |
100,426
| – | – | ﹤0.01% | 1823 |
|
|
2020
Q3 | $1.85M | Sell |
100,426
-53
| -0.1% | -$1.04K | ﹤0.01% | 1792 |
|
|
2020
Q2 | $2.01M | Buy |
100,479
+5,879
| +6% | +$111K | ﹤0.01% | 1736 |
|
|
2020
Q1 | $1.89M | Sell |
94,600
-64
| -0.1% | -$1.58K | ﹤0.01% | 1611 |
|
|
2019
Q4 | $2.68M | Buy |
94,664
+5,346
| +6% | +$148K | ﹤0.01% | 1652 |
|
|
2019
Q3 | $2.41M | Buy |
89,318
+10,428
| +13% | +$288K | ﹤0.01% | 1639 |
|
|
2019
Q2 | $2.33M | Sell |
78,890
-279
| -0.4% | -$8.4K | ﹤0.01% | 1626 |
|
|
2019
Q1 | $2.39M | Buy |
79,169
+7,513
| +10% | +$235K | ﹤0.01% | 1613 |
|
|
2018
Q4 | $2.13M | Buy |
71,656
+201
| +0.3% | +$6.57K | ﹤0.01% | 1551 |
|
|
2018
Q3 | $2.5M | Buy |
71,455
+14,031
| +24% | +$504K | ﹤0.01% | 1594 |
|
|
2018
Q2 | $1.99M | Buy |
57,424
+52,036
| +966% | +$1.67M | ﹤0.01% | 1668 |
|
|
2018
Q1 | $165K | Sell |
5,388
-1,947
| -27% | -$60.1K | ﹤0.01% | 2345 |
|
|
2017
Q4 | $227K | Sell |
7,335
-547
| -7% | -$16.8K | ﹤0.01% | 2275 |
|
|
2017
Q3 | $233K | Buy |
7,882
+513
| +7% | +$13.8K | ﹤0.01% | 2291 |
|
|
2017
Q2 | $195K | Buy |
7,369
+297
| +4% | +$7.45K | ﹤0.01% | 2305 |
|
|
2017
Q1 | $175K | Sell |
7,072
-96
| -1% | -$2.4K | ﹤0.01% | 2301 |
|
|
2016
Q4 | $185K | Buy |
7,168
+2,875
| +67% | +$61.5K | ﹤0.01% | 2267 |
|
|
2016
Q3 | $77K | Sell |
4,293
-802
| -16% | -$14.3K | ﹤0.01% | 2321 |
|
|
2016
Q2 | $88K | Hold |
5,095
| – | – | ﹤0.01% | 2167 |
|
|
2016
Q1 | $90K | Hold |
5,095
| – | – | ﹤0.01% | 2122 |
|
|
2015
Q4 | $96K | Hold |
5,095
| – | – | ﹤0.01% | 2099 |
|
|
2015
Q3 | $97K | Hold |
5,095
| – | – | ﹤0.01% | 2062 |
|
|
2015
Q2 | $91K | Hold |
5,095
| – | – | ﹤0.01% | 2172 |
|
|
2015
Q1 | $87K | Hold |
5,095
| – | – | ﹤0.01% | 2135 |
|
|
2014
Q4 | $91K | Hold |
5,095
| – | – | ﹤0.01% | 2047 |
|
|
2014
Q3 | $82K | Buy |
+5,095
| New | +$82.6K | ﹤0.01% | 2032 |
|
Other funds holding HFWA
VCM
BCM
