Spire Wealth Management’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 | $988 | Hold |
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|
2025
Q4 | $899 | Hold |
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|
2025
Q3 | $919 | Sell |
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|
2025
Q2 | $1.38K | Sell |
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|
2025
Q1 | $1.73K | Sell |
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|
2024
Q4 | $2.13K | Hold |
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|
2024
Q3 | $1.89K | Buy |
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|
2024
Q2 | $1.28K | Sell |
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|
2024
Q1 | $1.75K | Buy |
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|
2023
Q4 | $943 | Sell |
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|
2023
Q3 | $832 | Buy |
|