Prudential Financial’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 | $1.05M | Buy |
40,422
+8,560
| +27% | +$222K | ﹤0.01% | 1584 |
|
|
2025
Q4 | $754K | Sell |
31,862
-2,313
| -7% | -$54.5K | ﹤0.01% | 1702 |
|
|
2025
Q3 | $827K | Sell |
34,175
-1,140
| -3% | -$27.6K | ﹤0.01% | 1723 |
|
|
2025
Q2 | $842K | Buy |
35,315
+1,876
| +6% | +$43.2K | ﹤0.01% | 1734 |
|
|
2025
Q1 | $814K | Sell |
33,439
-1,760
| -5% | -$42.9K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $862K | Sell |
35,199
-450
| -1% | -$10.9K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $776K | Sell |
35,649
-7,000
| -16% | -$149K | ﹤0.01% | 2017 |
|
|
2024
Q2 | $769K | Sell |
42,649
-12,450
| -23% | -$223K | ﹤0.01% | 1976 |
|
|
2024
Q1 | $1.07M | Sell |
55,099
-3,000
| -5% | -$57.7K | ﹤0.01% | 1799 |
|
|
2023
Q4 | $1.24M | Buy |
58,099
+2,433
| +4% | +$44.1K | ﹤0.01% | 1711 |
|
|
2023
Q3 | $908K | Buy |
55,666
+12,650
| +29% | +$221K | ﹤0.01% | 1809 |
|
|
2023
Q2 | $696K | Buy |
43,016
+8,966
| +26% | +$156K | ﹤0.01% | 1983 |
|
|
2023
Q1 | $729K | Sell |
34,050
-1,150
| -3% | -$31K | ﹤0.01% | 1900 |
|
|
2022
Q4 | $1.08M | Sell |
35,200
-9,245
| -21% | -$289K | ﹤0.01% | 1668 |
|
|
2022
Q3 | $1.18M | Buy |
44,445
+6,005
| +16% | +$158K | ﹤0.01% | 1668 |
|
|
2022
Q2 | $967K | Buy |
38,440
+1,840
| +5% | +$45.9K | ﹤0.01% | 1800 |
|
|
2022
Q1 | $917K | Sell |
36,600
-563
| -2% | -$14.4K | ﹤0.01% | 1916 |
|
|
2021
Q4 | $908K | Sell |
37,163
-1,521
| -4% | -$37.5K | ﹤0.01% | 1927 |
|
|
2021
Q3 | $986K | Sell |
38,684
-139
| -0.4% | -$3.38K | ﹤0.01% | 1812 |
|
|
2021
Q2 | $971K | Sell |
38,823
-1,928
| -5% | -$53.7K | ﹤0.01% | 1844 |
|
|
2021
Q1 | $1.15M | Sell |
40,751
-310
| -0.8% | -$8.12K | ﹤0.01% | 1751 |
|
|
2020
Q4 | $961K | Sell |
41,061
-420
| -1% | -$9.44K | ﹤0.01% | 1765 |
|
|
2020
Q3 | $763K | Sell |
41,481
-710
| -2% | -$13.9K | ﹤0.01% | 1779 |
|
|
2020
Q2 | $844K | Sell |
42,191
-14,560
| -26% | -$274K | ﹤0.01% | 1729 |
|
|
2020
Q1 | $1.14M | Sell |
56,751
-1,150
| -2% | -$28.4K | ﹤0.01% | 1624 |
|
|
2019
Q4 | $1.64M | Sell |
57,901
-10
| -0% | -$276 | ﹤0.01% | 1676 |
|
|
2019
Q3 | $1.56M | Buy |
57,911
+4,130
| +8% | +$114K | ﹤0.01% | 1688 |
|
|
2019
Q2 | $1.59M | Sell |
53,781
-390
| -0.7% | -$11.7K | ﹤0.01% | 1701 |
|
|
2019
Q1 | $1.63M | Sell |
54,171
-120
| -0.2% | -$3.76K | ﹤0.01% | 1686 |
|
|
2018
Q4 | $1.61M | Sell |
54,291
-930
| -2% | -$30.4K | ﹤0.01% | 1625 |
|
|
2018
Q3 | $1.94M | Buy |
55,221
+8,380
| +18% | +$301K | ﹤0.01% | 1638 |
|
|
2018
Q2 | $1.63M | Buy |
+46,841
| New | +$1.5M | ﹤0.01% | 1736 |
|
|
2017
Q3 | – | Sell |
-8,286
| Closed | -$219K | – | 2352 |
|
|
2017
Q2 | $219K | Sell |
8,286
-45,050
| -84% | -$1.13M | ﹤0.01% | 2238 |
|
|
2017
Q1 | $1.32M | Sell |
53,336
-7,680
| -13% | -$192K | ﹤0.01% | 1754 |
|
|
2016
Q4 | $1.57M | Buy |
61,016
+29,900
| +96% | +$639K | ﹤0.01% | 1662 |
|
|
2016
Q3 | $559K | Buy |
31,116
+5,650
| +22% | +$101K | ﹤0.01% | 1980 |
|
|
2016
Q2 | $448K | Buy |
25,466
+13,500
| +113% | +$239K | ﹤0.01% | 2033 |
|
|
2016
Q1 | $210K | Buy |
+11,966
| New | +$211K | ﹤0.01% | 2188 |
|
Other funds holding HFWA
VCM
BCM
