Stifel 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
Q1 | – | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $3.46M | Sell |
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|
2022
Q3 | $3.02M | Buy |
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|
2022
Q2 | $2.86M | Sell |
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|
2022
Q1 | $3.48M | Sell |
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|
2021
Q4 | $3.96M | Buy |
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|
2021
Q3 | $4.06M | Sell |
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|
2021
Q2 | $4.01M | Sell |
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|
2021
Q1 | $4.55M | Buy |
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|
2020
Q4 | $3.14M | Sell |
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|
2020
Q3 | $2.49M | Buy |
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|
2020
Q2 | $2.63M | Hold |
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|
2020
Q1 | $2.63M | Sell |
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|
2019
Q4 | $4.15M | Hold |
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|
2019
Q3 | $3.95M | Buy |
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|
2019
Q2 | $4.09M | Buy |
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|
2019
Q1 | $4.12M | Sell |
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|
2018
Q4 | $4.15M | Hold |
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|
2018
Q3 | $4.91M | Sell |
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|
2018
Q2 | $5M | Sell |
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|
2018
Q1 | $4.58M | Buy |
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|
2017
Q4 | $3.96M | Sell |
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|
2017
Q3 | $3.8M | Buy |
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|
2017
Q2 | $3.41M | Sell |
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|
2017
Q1 | $3.2M | Buy |
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|
2016
Q4 | $2.92M | Sell |
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|
2016
Q3 | $2.06M | Hold |
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|
2016
Q2 | $2.02M | Sell |
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|
2016
Q1 | $2.03M | Hold |
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|
2015
Q4 | $2.18M | Sell |
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|
2015
Q3 | $2.2M | Sell |
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|
2015
Q2 | $2.11M | Sell |
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|
2015
Q1 | $2.03M | Sell |
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|
2014
Q4 | $2.12M | Buy |
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|
2014
Q3 | $265K | Buy |
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|
2014
Q2 | $237K | Buy |
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