Spire Wealth Management’s Heritage Financial HFWA Stock Holding History

Spire Wealth Management’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$919	Sell
2025 Q2	$1.38K	Sell
2025 Q1	$1.73K	Sell
2024 Q4	$2.13K	Hold
2024 Q3	$1.89K	Buy
2024 Q2	$1.28K	Sell
2024 Q1	$1.75K	Buy
2023 Q4	$943	Sell
2023 Q3	$832	Buy