Manulife (Manufacturers Life Insurance)’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 | $7.64M | Sell |
320,602
-6,646
| -2% | -$158K | 0.01% | 962 |
|
|
2025
Q1 | $7.96M | Sell |
327,248
-2,357
| -0.7% | -$57.3K | 0.01% | 950 |
|
|
2024
Q4 | $8.08M | Sell |
329,605
-5,693
| -2% | -$139K | 0.01% | 989 |
|
|
2024
Q3 | $7.3M | Sell |
335,298
-13,932
| -4% | -$303K | 0.01% | 1040 |
|
|
2024
Q2 | $6.3M | Sell |
349,230
-679
| -0.2% | -$12.2K | 0.01% | 1060 |
|
|
2024
Q1 | $6.78M | Sell |
349,909
-1,938
| -0.6% | -$37.6K | 0.01% | 1050 |
|
|
2023
Q4 | $7.53M | Buy |
351,847
+46,942
| +15% | +$1M | ﹤0.01% | 975 |
|
|
2023
Q3 | $4.97M | Buy |
304,905
+20,714
| +7% | +$338K | ﹤0.01% | 1118 |
|
|
2023
Q2 | $4.6M | Buy |
284,191
+160,320
| +129% | +$2.59M | ﹤0.01% | 1124 |
|
|
2023
Q1 | $2.65M | Buy |
123,871
+16,418
| +15% | +$351K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $3.29M | Buy |
107,453
+6,824
| +7% | +$209K | ﹤0.01% | 1245 |
|
|
2022
Q3 | $2.66M | Buy |
100,629
+86,923
| +634% | +$2.3M | ﹤0.01% | 1306 |
|
|
2022
Q2 | $345K | Sell |
13,706
-912
| -6% | -$22.9K | ﹤0.01% | 2297 |
|
|
2022
Q1 | $366K | Sell |
14,618
-213,829
| -94% | -$5.36M | ﹤0.01% | 2382 |
|
|
2021
Q4 | $5.58K | Sell |
228,447
-233,604
| -51% | -$5.71K | ﹤0.01% | 1209 |
|
|
2021
Q3 | $11.8M | Sell |
462,051
-92,995
| -17% | -$2.37M | 0.01% | 858 |
|
|
2021
Q2 | $13.9M | Buy |
555,046
+11,639
| +2% | +$291K | 0.01% | 815 |
|
|
2021
Q1 | $15.3M | Buy |
543,407
+52,642
| +11% | +$1.49M | 0.01% | 776 |
|
|
2020
Q4 | $11.5M | Sell |
490,765
-3,860
| -0.8% | -$90.3K | 0.01% | 834 |
|
|
2020
Q3 | $9.1M | Sell |
494,625
-4,379
| -0.9% | -$80.5K | 0.01% | 832 |
|
|
2020
Q2 | $9.9M | Sell |
499,004
-730
| -0.1% | -$14.5K | 0.01% | 778 |
|
|
2020
Q1 | $10M | Sell |
499,734
-102,040
| -17% | -$2.04M | 0.01% | 722 |
|
|
2019
Q4 | $17M | Sell |
601,774
-13,374
| -2% | -$378K | 0.02% | 609 |
|
|
2019
Q3 | $16.5M | Sell |
615,148
-45,623
| -7% | -$1.22M | 0.02% | 619 |
|
|
2019
Q2 | $19.5M | Sell |
660,771
-54,763
| -8% | -$1.62M | 0.02% | 556 |
|
|
2019
Q1 | $21.6M | Sell |
715,534
-25,619
| -3% | -$772K | 0.02% | 530 |
|
|
2018
Q4 | $22M | Sell |
741,153
-46,889
| -6% | -$1.39M | 0.03% | 494 |
|
|
2018
Q3 | $27.7M | Sell |
788,042
-11,805
| -1% | -$415K | 0.03% | 476 |
|
|
2018
Q2 | $27.9M | Buy |
799,847
+9,998
| +1% | +$348K | 0.03% | 496 |
|
|
2018
Q1 | $24.2M | Buy |
789,849
+49,751
| +7% | +$1.52M | 0.03% | 523 |
|
|
2017
Q4 | $22.8M | Buy |
740,098
+43,168
| +6% | +$1.33M | 0.02% | 539 |
|
|
2017
Q3 | $20.6M | Buy |
696,930
+1,452
| +0.2% | +$42.8K | 0.02% | 554 |
|
|
2017
Q2 | $18.4M | Buy |
695,478
+11,574
| +2% | +$307K | 0.02% | 575 |
|
|
2017
Q1 | $16.9M | Sell |
683,904
-27,808
| -4% | -$688K | 0.02% | 601 |
|
|
2016
Q4 | $18.3M | Buy |
711,712
+111,179
| +19% | +$2.86M | 0.03% | 518 |
|
|
2016
Q3 | $10.8M | Sell |
600,533
-378
| -0.1% | -$6.79K | 0.02% | 676 |
|
|
2016
Q2 | $10.6M | Buy |
600,911
+1,616
| +0.3% | +$28.4K | 0.02% | 667 |
|
|
2016
Q1 | $10.6M | Buy |
599,295
+1,436
| +0.2% | +$25.5K | 0.01% | 642 |
|
|
2015
Q4 | $11.3K | Buy |
597,859
+5,726
| +1% | +$108 | 0.01% | 629 |
|
|
2015
Q3 | $11.1K | Buy |
592,133
+843
| +0.1% | +$16 | 0.01% | 623 |
|
|
2015
Q2 | $10.6K | Sell |
591,290
-6,017
| -1% | -$108 | 0.01% | 675 |
|
|
2015
Q1 | $10.2K | Sell |
597,307
-7,079
| -1% | -$120 | 0.01% | 690 |
|
|
2014
Q4 | $10.6K | Buy |
604,386
+131,664
| +28% | +$2.31K | 0.02% | 616 |
|
|
2014
Q3 | $7.49K | Sell |
472,722
-1,220
| -0.3% | -$19 | 0.01% | 775 |
|
|
2014
Q2 | $7.63M | Buy |
473,942
+180,818
| +62% | +$2.91M | 0.01% | 771 |
|
|
2014
Q1 | $4.96K | Buy |
293,124
+565
| +0.2% | +$10 | 0.01% | 1015 |
|
|
2013
Q4 | $5.01K | Buy |
292,559
+4,852
| +2% | +$83 | 0.01% | 1011 |
|
|
2013
Q3 | $4.47K | Sell |
287,707
-145
| -0.1% | -$2 | 0.01% | 1009 |
|
|
2013
Q2 | $4.22M | Buy |
+287,852
| New | +$4.22M | 0.01% | 950 |
|