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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
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|
2025
Q1 | $814K | Sell |
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|
2024
Q4 | $862K | Sell |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $908K | Buy |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $967K | Buy |
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|
2022
Q1 | $917K | Sell |
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|
2021
Q4 | $908K | Sell |
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|
2021
Q3 | $986K | Sell |
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|
2021
Q2 | $971K | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $961K | Sell |
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|
2020
Q3 | $763K | Sell |
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|
2020
Q2 | $844K | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.61M | Sell |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.63M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $219K | Sell |
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|
2017
Q1 | $1.32M | Sell |
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|
2016
Q4 | $1.57M | Buy |
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|
2016
Q3 | $559K | Buy |
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|
2016
Q2 | $448K | Buy |
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|
2016
Q1 | $210K | Buy |
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