Marshall Wace’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
Q1
Sell
2024
Q4
$1.41M Buy
2020
Q3
Sell
2020
Q2
$244K Buy
2020
Q1
Sell
2019
Q4
$1.36M Sell
2019
Q3
$4.12M Buy
2019
Q2
$3.05M Buy
2018
Q2
Sell
2018
Q1
$542K Buy