Royal Bank of Canada’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 | $2.21M | Buy |
92,869
+4,726
| +5% | +$113K | ﹤0.01% | 2941 |
|
|
2025
Q1 | $2.14M | Sell |
88,143
-4,746
| -5% | -$115K | ﹤0.01% | 2613 |
|
|
2024
Q4 | $2.28M | Sell |
92,889
-13,075
| -12% | -$320K | ﹤0.01% | 2575 |
|
|
2024
Q3 | $2.31M | Sell |
105,964
-443
| -0.4% | -$9.65K | ﹤0.01% | 2558 |
|
|
2024
Q2 | $1.92M | Buy |
106,407
+2,045
| +2% | +$36.9K | ﹤0.01% | 2635 |
|
|
2024
Q1 | $2.02M | Sell |
104,362
-11,842
| -10% | -$230K | ﹤0.01% | 2594 |
|
|
2023
Q4 | $2.49M | Buy |
116,204
+6,702
| +6% | +$143K | ﹤0.01% | 2465 |
|
|
2023
Q3 | $1.79M | Sell |
109,502
-216
| -0.2% | -$3.52K | ﹤0.01% | 2556 |
|
|
2023
Q2 | $1.77M | Buy |
109,718
+23,295
| +27% | +$377K | ﹤0.01% | 2579 |
|
|
2023
Q1 | $1.85M | Sell |
86,423
-3,493
| -4% | -$74.7K | ﹤0.01% | 2559 |
|
|
2022
Q4 | $2.76M | Buy |
89,916
+168
| +0.2% | +$5.15K | ﹤0.01% | 2291 |
|
|
2022
Q3 | $2.38M | Sell |
89,748
-2,035
| -2% | -$53.9K | ﹤0.01% | 2348 |
|
|
2022
Q2 | $2.31M | Sell |
91,783
-4,949
| -5% | -$125K | ﹤0.01% | 2420 |
|
|
2022
Q1 | $2.42M | Sell |
96,732
-44,438
| -31% | -$1.11M | ﹤0.01% | 2515 |
|
|
2021
Q4 | $3.45M | Sell |
141,170
-122,289
| -46% | -$2.99M | ﹤0.01% | 2285 |
|
|
2021
Q3 | $6.72M | Buy |
263,459
+46,393
| +21% | +$1.18M | ﹤0.01% | 1827 |
|
|
2021
Q2 | $5.43M | Buy |
217,066
+80,493
| +59% | +$2.01M | ﹤0.01% | 2001 |
|
|
2021
Q1 | $3.86M | Buy |
136,573
+16,119
| +13% | +$455K | ﹤0.01% | 2140 |
|
|
2020
Q4 | $2.82M | Sell |
120,454
-9,779
| -8% | -$229K | ﹤0.01% | 2253 |
|
|
2020
Q3 | $2.4M | Sell |
130,233
-106,338
| -45% | -$1.96M | ﹤0.01% | 2206 |
|
|
2020
Q2 | $4.73M | Sell |
236,571
-21,280
| -8% | -$426K | ﹤0.01% | 1733 |
|
|
2020
Q1 | $5.16M | Buy |
257,851
+16,232
| +7% | +$325K | ﹤0.01% | 1548 |
|
|
2019
Q4 | $6.84M | Sell |
241,619
-4,209
| -2% | -$119K | ﹤0.01% | 1617 |
|
|
2019
Q3 | $6.63M | Sell |
245,828
-14,260
| -5% | -$384K | ﹤0.01% | 1583 |
|
|
2019
Q2 | $7.68M | Sell |
260,088
-22,592
| -8% | -$667K | ﹤0.01% | 1505 |
|
|
2019
Q1 | $8.52M | Sell |
282,680
-22,357
| -7% | -$674K | ﹤0.01% | 1385 |
|
|
2018
Q4 | $9.07M | Sell |
305,037
-101,001
| -25% | -$3M | ﹤0.01% | 1284 |
|
|
2018
Q3 | $14.3M | Buy |
406,038
+289
| +0.1% | +$10.2K | 0.01% | 1148 |
|
|
2018
Q2 | $14.1M | Buy |
405,749
+50,956
| +14% | +$1.78M | 0.01% | 1106 |
|
|
2018
Q1 | $10.9M | Buy |
354,793
+37,086
| +12% | +$1.13M | ﹤0.01% | 1259 |
|
|
2017
Q4 | $9.79M | Sell |
317,707
-15,449
| -5% | -$476K | ﹤0.01% | 1332 |
|
|
2017
Q3 | $9.83M | Buy |
333,156
+4,712
| +1% | +$139K | ﹤0.01% | 1291 |
|
|
2017
Q2 | $8.7M | Buy |
328,444
+12,582
| +4% | +$333K | ﹤0.01% | 1312 |
|
|
2017
Q1 | $7.82M | Buy |
315,862
+70,393
| +29% | +$1.74M | ﹤0.01% | 1355 |
|
|
2016
Q4 | $6.32M | Buy |
245,469
+35,201
| +17% | +$906K | ﹤0.01% | 1439 |
|
|
2016
Q3 | $3.77M | Buy |
210,268
+6,731
| +3% | +$121K | ﹤0.01% | 1683 |
|
|
2016
Q2 | $3.58M | Buy |
203,537
+30,876
| +18% | +$543K | ﹤0.01% | 1713 |
|
|
2016
Q1 | $3.03M | Buy |
172,661
+41
| +0% | +$720 | ﹤0.01% | 1791 |
|
|
2015
Q4 | $3.25M | Buy |
172,620
+38,657
| +29% | +$728K | ﹤0.01% | 1759 |
|
|
2015
Q3 | $2.52M | Buy |
133,963
+31,290
| +30% | +$589K | ﹤0.01% | 1691 |
|
|
2015
Q2 | $1.84M | Buy |
102,673
+10,193
| +11% | +$182K | ﹤0.01% | 2048 |
|
|
2015
Q1 | $1.57M | Sell |
92,480
-6,097
| -6% | -$104K | ﹤0.01% | 2104 |
|
|
2014
Q4 | $1.73M | Buy |
98,577
+22,497
| +30% | +$395K | ﹤0.01% | 2025 |
|
|
2014
Q3 | $1.21M | Buy |
76,080
+100
| +0.1% | +$1.58K | ﹤0.01% | 2270 |
|
|
2014
Q2 | $1.22M | Buy |
+75,980
| New | +$1.22M | ﹤0.01% | 2270 |
|
|
2013
Q4 | – | Sell |
-215
| Closed | -$3K | – | 5328 |
|
|
2013
Q3 | $3K | Sell |
215
-485
| -69% | -$6.77K | ﹤0.01% | 5173 |
|
|
2013
Q2 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 4675 |
|