Nuveen’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.11M | Buy |
234,974
+423
| +0.2% | +$11K | ﹤0.01% | 1801 |
|
|
2025
Q4 | $5.55M | Sell |
234,551
-10,362
| -4% | -$244K | ﹤0.01% | 1865 |
|
|
2025
Q3 | $5.92M | Sell |
244,913
-11,979
| -5% | -$290K | ﹤0.01% | 1827 |
|
|
2025
Q2 | $6.12M | Buy |
256,892
+154,511
| +151% | +$3.56M | ﹤0.01% | 1781 |
|
|
2025
Q1 | $2.49M | Hold |
102,381
| – | – | ﹤0.01% | 2246 |
|
|
2024
Q4 | $2.51M | Hold |
102,381
| – | – | ﹤0.01% | 2284 |
|
|
2024
Q3 | $2.23M | Buy |
102,381
+3,497
| +4% | +$74.6K | ﹤0.01% | 2358 |
|
|
2024
Q2 | $1.78M | Sell |
98,884
-4,964
| -5% | -$89.1K | ﹤0.01% | 2440 |
|
|
2024
Q1 | $2.01M | Sell |
103,848
-4,010
| -4% | -$77.2K | ﹤0.01% | 2401 |
|
|
2023
Q4 | $2.31M | Sell |
107,858
-197,540
| -65% | -$3.58M | ﹤0.01% | 2346 |
|
|
2023
Q3 | $4.98M | Sell |
305,398
-8,566
| -3% | -$149K | ﹤0.01% | 1870 |
|
|
2023
Q2 | $5.08M | Buy |
313,964
+64,742
| +26% | +$1.13M | ﹤0.01% | 1901 |
|
|
2023
Q1 | $5.33M | Sell |
249,222
-12,312
| -5% | -$332K | ﹤0.01% | 1851 |
|
|
2022
Q4 | $8.01M | Buy |
261,534
+125,328
| +92% | +$3.92M | ﹤0.01% | 1630 |
|
|
2022
Q3 | $3.6M | Sell |
136,206
-3,526
| -3% | -$93K | ﹤0.01% | 2085 |
|
|
2022
Q2 | $3.52M | Sell |
139,732
-5,069
| -4% | -$126K | ﹤0.01% | 2153 |
|
|
2022
Q1 | $3.65M | Sell |
144,801
-20,239
| -12% | -$517K | ﹤0.01% | 2231 |
|
|
2021
Q4 | $3.92M | Sell |
165,040
-8,225
| -5% | -$203K | ﹤0.01% | 2254 |
|
|
2021
Q3 | $4.21M | Buy |
173,265
+8,254
| +5% | +$201K | ﹤0.01% | 2311 |
|
|
2021
Q2 | $4.13M | Sell |
165,011
-14,255
| -8% | -$397K | ﹤0.01% | 2339 |
|
|
2021
Q1 | $5.06M | Sell |
179,266
-3,540
| -2% | -$92.7K | ﹤0.01% | 2169 |
|
|
2020
Q4 | $4.28M | Sell |
182,806
-208
| -0.1% | -$4.67K | ﹤0.01% | 2153 |
|
|
2020
Q3 | $3.37M | Buy |
183,014
+16,536
| +10% | +$323K | ﹤0.01% | 2125 |
|
|
2020
Q2 | $3.33M | Sell |
166,478
-10,736
| -6% | -$202K | ﹤0.01% | 2111 |
|
|
2020
Q1 | $3.54M | Buy |
177,214
+28,253
| +19% | +$698K | ﹤0.01% | 1897 |
|
|
2019
Q4 | $4.22M | Buy |
148,961
+347
| +0.2% | +$9.57K | ﹤0.01% | 2079 |
|
|
2019
Q3 | $4.01M | Buy |
148,614
+2,014
| +1% | +$55.6K | ﹤0.01% | 2072 |
|
|
2019
Q2 | $4.33M | Buy |
+146,600
| New | +$4.41M | ﹤0.01% | 2067 |
|
|
2018
Q4 | – | Sell |
-40,629
| Closed | -$1.43M | – | 1026 |
|
|
2018
Q3 | $1.43M | Buy |
40,629
+8,852
| +28% | +$318K | 0.01% | 702 |
|
|
2018
Q2 | $1.11M | Buy |
+31,777
| New | +$1.02M | 0.01% | 714 |
|
Other funds holding HFWA
VCM
BCM
