Lord, Abbett & Co’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
326,731
+10,582
| +3% | +$252K | 0.03% | 410 |
|
|
2025
Q1 | $7.69M | Sell |
316,149
-1,232
| -0.4% | -$30K | 0.03% | 411 |
|
|
2024
Q4 | $7.78M | Sell |
317,381
-2,886
| -0.9% | -$70.7K | 0.02% | 419 |
|
|
2024
Q3 | $6.97M | Sell |
320,267
-6,225
| -2% | -$136K | 0.02% | 441 |
|
|
2024
Q2 | $5.89M | Sell |
326,492
-1,346
| -0.4% | -$24.3K | 0.02% | 445 |
|
|
2024
Q1 | $6.36M | Hold |
327,838
| – | – | 0.02% | 449 |
|
|
2023
Q4 | $7.01M | Buy |
327,838
+58,546
| +22% | +$1.25M | 0.02% | 423 |
|
|
2023
Q3 | $4.39M | Buy |
269,292
+17,000
| +7% | +$277K | 0.02% | 484 |
|
|
2023
Q2 | $4.08M | Sell |
252,292
-39,200
| -13% | -$634K | 0.01% | 498 |
|
|
2023
Q1 | $6.24M | Sell |
291,492
-65,500
| -18% | -$1.4M | 0.02% | 453 |
|
|
2022
Q4 | $10.9M | Buy |
356,992
+28,700
| +9% | +$879K | 0.04% | 414 |
|
|
2022
Q3 | $8.69M | Buy |
328,292
+45,800
| +16% | +$1.21M | 0.03% | 419 |
|
|
2022
Q2 | $7.11M | Buy |
+282,492
| New | +$7.11M | 0.03% | 447 |
|