Principal Financial Group’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 | $5.19M | Buy |
199,588
+410
| +0.2% | +$10.7K | ﹤0.01% | 1618 |
|
|
2025
Q4 | $4.71M | Buy |
199,178
+10,453
| +6% | +$246K | ﹤0.01% | 1639 |
|
|
2025
Q3 | $4.57M | Sell |
188,725
-18,263
| -9% | -$443K | ﹤0.01% | 1623 |
|
|
2025
Q2 | $4.93M | Buy |
206,988
+13,168
| +7% | +$303K | ﹤0.01% | 1580 |
|
|
2025
Q1 | $4.72M | Buy |
193,820
+4,101
| +2% | +$100K | ﹤0.01% | 1588 |
|
|
2024
Q4 | $4.65M | Buy |
189,719
+5,751
| +3% | +$140K | ﹤0.01% | 1613 |
|
|
2024
Q3 | $4M | Sell |
183,968
-9,002
| -5% | -$192K | ﹤0.01% | 1631 |
|
|
2024
Q2 | $3.48M | Sell |
192,970
-7,354
| -4% | -$132K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $3.88M | Buy |
200,324
+18,434
| +10% | +$355K | ﹤0.01% | 1645 |
|
|
2023
Q4 | $3.89M | Sell |
181,890
-7,676
| -4% | -$139K | ﹤0.01% | 1641 |
|
|
2023
Q3 | $3.09M | Sell |
189,566
-10,235
| -5% | -$179K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $3.23M | Sell |
199,801
-25,264
| -11% | -$440K | ﹤0.01% | 1670 |
|
|
2023
Q1 | $4.82M | Sell |
225,065
-4,229
| -2% | -$114K | ﹤0.01% | 1540 |
|
|
2022
Q4 | $7.03M | Buy |
229,294
+12,652
| +6% | +$396K | 0.01% | 1412 |
|
|
2022
Q3 | $5.73M | Sell |
216,642
-261
| -0.1% | -$6.88K | ﹤0.01% | 1450 |
|
|
2022
Q2 | $5.46M | Sell |
216,903
-15,118
| -7% | -$377K | ﹤0.01% | 1524 |
|
|
2022
Q1 | $5.81M | Sell |
232,021
-2,457
| -1% | -$62.8K | ﹤0.01% | 1613 |
|
|
2021
Q4 | $5.73M | Sell |
234,478
-10,965
| -4% | -$271K | ﹤0.01% | 1620 |
|
|
2021
Q3 | $6.26M | Sell |
245,443
-3,561
| -1% | -$86.5K | ﹤0.01% | 1596 |
|
|
2021
Q2 | $6.23M | Buy |
249,004
+2,157
| +0.9% | +$60.1K | ﹤0.01% | 1640 |
|
|
2021
Q1 | $6.97M | Sell |
246,847
-184
| -0.1% | -$4.82K | ﹤0.01% | 1545 |
|
|
2020
Q4 | $5.78M | Sell |
247,031
-9,821
| -4% | -$221K | ﹤0.01% | 1508 |
|
|
2020
Q3 | $4.72M | Sell |
256,852
-11,194
| -4% | -$219K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $5.36M | Sell |
268,046
-9,770
| -4% | -$184K | ﹤0.01% | 1390 |
|
|
2020
Q1 | $5.56M | Sell |
277,816
-11,490
| -4% | -$284K | 0.01% | 1233 |
|
|
2019
Q4 | $8.19M | Sell |
289,306
-1,592
| -0.5% | -$43.9K | 0.01% | 1348 |
|
|
2019
Q3 | $7.84M | Buy |
290,898
+24,555
| +9% | +$678K | 0.01% | 1338 |
|
|
2019
Q2 | $7.87M | Sell |
266,343
-50,869
| -16% | -$1.53M | 0.01% | 1343 |
|
|
2019
Q1 | $9.56M | Sell |
317,212
-1,819
| -0.6% | -$57K | 0.01% | 1250 |
|
|
2018
Q4 | $9.48M | Buy |
319,031
+32,281
| +11% | +$1.06M | 0.01% | 1210 |
|
|
2018
Q3 | $10.1M | Buy |
286,750
+45,546
| +19% | +$1.64M | 0.01% | 1317 |
|
|
2018
Q2 | $8.41M | Buy |
241,204
+221,718
| +1,138% | +$7.11M | 0.01% | 1395 |
|
|
2018
Q1 | $596K | Buy |
19,486
+1,820
| +10% | +$56.2K | ﹤0.01% | 1915 |
|
|
2017
Q4 | $544K | Buy |
17,666
+7,344
| +71% | +$226K | ﹤0.01% | 1941 |
|
|
2017
Q3 | $304K | Hold |
10,322
| – | – | ﹤0.01% | 2021 |
|
|
2017
Q2 | $274K | Buy |
+10,322
| New | +$259K | ﹤0.01% | 2065 |
|
|
2017
Q1 | – | Sell |
-16,327
| Closed | -$420K | – | 2213 |
|
|
2016
Q4 | $420K | Buy |
+16,327
| New | +$349K | ﹤0.01% | 1952 |
|
Other funds holding HFWA
VCM
BCM
