MetLife Investment Management’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 | $487K | Hold |
20,422
| – | – | ﹤0.01% | 1689 |
|
|
2025
Q1 | $497K | Sell |
20,422
-288
| -1% | -$7.01K | ﹤0.01% | 1734 |
|
|
2024
Q4 | $507K | Buy |
20,710
+1,917
| +10% | +$47K | ﹤0.01% | 1789 |
|
|
2024
Q3 | $409K | Sell |
18,793
-2,217
| -11% | -$48.3K | ﹤0.01% | 1889 |
|
|
2024
Q2 | $379K | Buy |
21,010
+2,045
| +11% | +$36.9K | ﹤0.01% | 1876 |
|
|
2024
Q1 | $368K | Hold |
18,965
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q4 | $406K | Hold |
18,965
| – | – | ﹤0.01% | 1811 |
|
|
2023
Q3 | $309K | Hold |
18,965
| – | – | ﹤0.01% | 1931 |
|
|
2023
Q2 | $307K | Hold |
18,965
| – | – | ﹤0.01% | 2002 |
|
|
2023
Q1 | $406K | Hold |
18,965
| – | – | ﹤0.01% | 1772 |
|
|
2022
Q4 | $581K | Hold |
18,965
| – | – | ﹤0.01% | 1541 |
|
|
2022
Q3 | $502K | Hold |
18,965
| – | – | ﹤0.01% | 1631 |
|
|
2022
Q2 | $477K | Hold |
18,965
| – | – | ﹤0.01% | 1701 |
|
|
2022
Q1 | $475K | Buy |
18,965
+6,670
| +54% | +$167K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $300K | Hold |
12,295
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q3 | $314K | Sell |
12,295
-3,482
| -22% | -$88.8K | ﹤0.01% | 1799 |
|
|
2021
Q2 | $395K | Hold |
15,777
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q1 | $446K | Hold |
15,777
| – | – | ﹤0.01% | 1595 |
|
|
2020
Q4 | $369K | Hold |
15,777
| – | – | ﹤0.01% | 1633 |
|
|
2020
Q3 | $290K | Hold |
15,777
| – | – | ﹤0.01% | 1644 |
|
|
2020
Q2 | $316K | Hold |
15,777
| – | – | ﹤0.01% | 1626 |
|
|
2020
Q1 | $316K | Hold |
15,777
| – | – | ﹤0.01% | 1458 |
|
|
2019
Q4 | $446K | Hold |
15,777
| – | – | ﹤0.01% | 1529 |
|
|
2019
Q3 | $425K | Hold |
15,777
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q2 | $466K | Hold |
15,777
| – | – | 0.01% | 1523 |
|
|
2019
Q1 | $476K | Hold |
15,777
| – | – | 0.01% | 1478 |
|
|
2018
Q4 | $469K | Hold |
15,777
| – | – | 0.01% | 1406 |
|
|
2018
Q3 | $555K | Hold |
15,777
| – | – | 0.01% | 1472 |
|
|
2018
Q2 | $550K | Buy |
15,777
+3,133
| +25% | +$109K | 0.01% | 1358 |
|
|
2018
Q1 | $387K | Hold |
12,644
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q4 | $389K | Buy |
+12,644
| New | +$389K | ﹤0.01% | 1547 |
|