Lord, Abbett & Co’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 | $7.79M | Buy |
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|
2025
Q1 | $7.69M | Sell |
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|
2024
Q4 | $7.78M | Sell |
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|
2024
Q3 | $6.97M | Sell |
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|
2024
Q2 | $5.89M | Sell |
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|
2024
Q1 | $6.36M | Hold |
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|
2023
Q4 | $7.01M | Buy |
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|
2023
Q3 | $4.39M | Buy |
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|
2023
Q2 | $4.08M | Sell |
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|
2023
Q1 | $6.24M | Sell |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $8.69M | Buy |
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|
2022
Q2 | $7.11M | Buy |
|