PNC Financial Services Group’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 | $29.7K | Sell |
1,245
-45
| -3% | -$1.07K | ﹤0.01% | 3380 |
|
|
2025
Q1 | $31.4K | Sell |
1,290
-36
| -3% | -$876 | ﹤0.01% | 3333 |
|
|
2024
Q4 | $32.5K | Sell |
1,326
-34
| -3% | -$833 | ﹤0.01% | 3326 |
|
|
2024
Q3 | $29.6K | Buy |
1,360
+588
| +76% | +$12.8K | ﹤0.01% | 3329 |
|
|
2024
Q2 | $13.9K | Sell |
772
-2,651
| -77% | -$47.8K | ﹤0.01% | 3640 |
|
|
2024
Q1 | $66.4K | Buy |
3,423
+29
| +0.9% | +$562 | ﹤0.01% | 2850 |
|
|
2023
Q4 | $72.6K | Buy |
3,394
+1,428
| +73% | +$30.5K | ﹤0.01% | 2783 |
|
|
2023
Q3 | $32.1K | Buy |
1,966
+440
| +29% | +$7.18K | ﹤0.01% | 3181 |
|
|
2023
Q2 | $24.7K | Sell |
1,526
-912
| -37% | -$14.7K | ﹤0.01% | 3453 |
|
|
2023
Q1 | $52.2K | Buy |
2,438
+331
| +16% | +$7.08K | ﹤0.01% | 2976 |
|
|
2022
Q4 | $64.6K | Hold |
2,107
| – | – | ﹤0.01% | 2825 |
|
|
2022
Q3 | $55K | Buy |
2,107
+27
| +1% | +$705 | ﹤0.01% | 2904 |
|
|
2022
Q2 | $52K | Sell |
2,080
-6
| -0.3% | -$150 | ﹤0.01% | 2971 |
|
|
2022
Q1 | $52K | Hold |
2,086
| – | – | ﹤0.01% | 3088 |
|
|
2021
Q4 | $51K | Sell |
2,086
-66
| -3% | -$1.61K | ﹤0.01% | 3101 |
|
|
2021
Q3 | $54K | Sell |
2,152
-54
| -2% | -$1.36K | ﹤0.01% | 3024 |
|
|
2021
Q2 | $54K | Sell |
2,206
-50
| -2% | -$1.22K | ﹤0.01% | 3022 |
|
|
2021
Q1 | $63K | Buy |
2,256
+132
| +6% | +$3.69K | ﹤0.01% | 2843 |
|
|
2020
Q4 | $50K | Buy |
2,124
+200
| +10% | +$4.71K | ﹤0.01% | 2892 |
|
|
2020
Q3 | $36K | Buy |
1,924
+466
| +32% | +$8.72K | ﹤0.01% | 2910 |
|
|
2020
Q2 | $29K | Sell |
1,458
-1,116
| -43% | -$22.2K | ﹤0.01% | 3034 |
|
|
2020
Q1 | $51K | Buy |
2,574
+816
| +46% | +$16.2K | ﹤0.01% | 2617 |
|
|
2019
Q4 | $50K | Buy |
1,758
+1,013
| +136% | +$28.8K | ﹤0.01% | 2894 |
|
|
2019
Q3 | $20K | Hold |
745
| – | – | ﹤0.01% | 3345 |
|
|
2019
Q2 | $23K | Sell |
745
-341
| -31% | -$10.5K | ﹤0.01% | 3298 |
|
|
2019
Q1 | $32K | Sell |
1,086
-142
| -12% | -$4.18K | ﹤0.01% | 3182 |
|
|
2018
Q4 | $36K | Buy |
1,228
+1,053
| +602% | +$30.9K | ﹤0.01% | 3036 |
|
|
2018
Q3 | $5K | Buy |
175
+48
| +38% | +$1.37K | ﹤0.01% | 3821 |
|
|
2018
Q2 | $3K | Hold |
127
| – | – | ﹤0.01% | 3934 |
|
|
2018
Q1 | $3K | Buy |
127
+11
| +9% | +$260 | ﹤0.01% | 3981 |
|
|
2017
Q4 | $3K | Sell |
116
-120
| -51% | -$3.1K | ﹤0.01% | 3950 |
|
|
2017
Q3 | $7K | Buy |
236
+148
| +168% | +$4.39K | ﹤0.01% | 3787 |
|
|
2017
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 3988 |
|
|
2017
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 3939 |
|
|
2016
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 3838 |
|
|
2016
Q3 | – | Sell |
-99,419
| Closed | -$1.75M | – | 4108 |
|
|
2016
Q2 | $1.75M | Buy |
99,419
+3,964
| +4% | +$69.7K | ﹤0.01% | 1004 |
|
|
2016
Q1 | $1.68M | Buy |
95,455
+45,537
| +91% | +$800K | ﹤0.01% | 1022 |
|
|
2015
Q4 | $941K | Buy |
49,918
+7,865
| +19% | +$148K | ﹤0.01% | 1239 |
|
|
2015
Q3 | $792K | Buy |
42,053
+41,929
| +33,814% | +$790K | ﹤0.01% | 1324 |
|
|
2015
Q2 | $2K | Buy |
124
+56
| +82% | +$903 | ﹤0.01% | 4396 |
|
|
2015
Q1 | $1K | Sell |
68
-14,800
| -100% | -$218K | ﹤0.01% | 4484 |
|
|
2014
Q4 | $261K | Sell |
14,868
-14,572
| -49% | -$256K | ﹤0.01% | 1911 |
|
|
2014
Q3 | $466K | Hold |
29,440
| – | – | ﹤0.01% | 1524 |
|
|
2014
Q2 | $474K | Buy |
29,440
+29,372
| +43,194% | +$473K | ﹤0.01% | 1465 |
|
|
2014
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 3678 |
|