Stifel Financial’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,367
| Closed | -$205K | – | 3481 |
|
|
2024
Q4 | $205K | Buy |
+8,367
| New | +$205K | ﹤0.01% | 3157 |
|
|
2024
Q3 | – | Sell |
-34,466
| Closed | -$621K | – | 3405 |
|
|
2024
Q2 | $621K | Sell |
34,466
-23,644
| -41% | -$426K | ﹤0.01% | 2484 |
|
|
2024
Q1 | $1.13M | Sell |
58,110
-53,582
| -48% | -$1.04M | ﹤0.01% | 2112 |
|
|
2023
Q4 | $2.39M | Sell |
111,692
-682
| -0.6% | -$14.6K | ﹤0.01% | 1548 |
|
|
2023
Q3 | $1.83M | Sell |
112,374
-794
| -0.7% | -$13K | ﹤0.01% | 1650 |
|
|
2023
Q2 | $1.83M | Buy |
113,168
+81
| +0.1% | +$1.31K | ﹤0.01% | 1685 |
|
|
2023
Q1 | $2.42M | Buy |
113,087
+170
| +0.2% | +$3.64K | ﹤0.01% | 1453 |
|
|
2022
Q4 | $3.46M | Sell |
112,917
-1,377
| -1% | -$42.2K | 0.01% | 1180 |
|
|
2022
Q3 | $3.03M | Buy |
114,294
+463
| +0.4% | +$12.3K | 0.01% | 1207 |
|
|
2022
Q2 | $2.86M | Sell |
113,831
-24,933
| -18% | -$627K | ﹤0.01% | 1262 |
|
|
2022
Q1 | $3.48M | Sell |
138,764
-23,062
| -14% | -$578K | ﹤0.01% | 1249 |
|
|
2021
Q4 | $3.96M | Buy |
161,826
+2,756
| +2% | +$67.4K | 0.01% | 1200 |
|
|
2021
Q3 | $4.06M | Sell |
159,070
-1,052
| -0.7% | -$26.8K | 0.01% | 1129 |
|
|
2021
Q2 | $4.01M | Sell |
160,122
-1,169
| -0.7% | -$29.3K | 0.01% | 1137 |
|
|
2021
Q1 | $4.56M | Buy |
161,291
+27,041
| +20% | +$764K | 0.01% | 1014 |
|
|
2020
Q4 | $3.14M | Sell |
134,250
-1,056
| -0.8% | -$24.7K | 0.01% | 1111 |
|
|
2020
Q3 | $2.49M | Buy |
135,306
+3,756
| +3% | +$69.1K | 0.01% | 1103 |
|
|
2020
Q2 | $2.63M | Hold |
131,550
| – | – | 0.01% | 1021 |
|
|
2020
Q1 | $2.63M | Sell |
131,550
-15,000
| -10% | -$300K | 0.01% | 923 |
|
|
2019
Q4 | $4.15M | Hold |
146,550
| – | – | 0.01% | 962 |
|
|
2019
Q3 | $3.95M | Buy |
146,550
+8,034
| +6% | +$217K | 0.01% | 936 |
|
|
2019
Q2 | $4.09M | Buy |
138,516
+1,905
| +1% | +$56.3K | 0.01% | 938 |
|
|
2019
Q1 | $4.12M | Sell |
136,611
-2,922
| -2% | -$88.1K | 0.01% | 889 |
|
|
2018
Q4 | $4.15M | Hold |
139,533
| – | – | 0.01% | 850 |
|
|
2018
Q3 | $4.91M | Sell |
139,533
-3,954
| -3% | -$139K | 0.01% | 855 |
|
|
2018
Q2 | $5M | Sell |
143,487
-6,046
| -4% | -$211K | 0.02% | 816 |
|
|
2018
Q1 | $4.58M | Buy |
149,533
+20,844
| +16% | +$638K | 0.01% | 825 |
|
|
2017
Q4 | $3.96M | Sell |
128,689
-143
| -0.1% | -$4.4K | 0.01% | 865 |
|
|
2017
Q3 | $3.8M | Buy |
128,832
+143
| +0.1% | +$4.22K | 0.01% | 842 |
|
|
2017
Q2 | $3.41M | Sell |
128,689
-426
| -0.3% | -$11.3K | 0.01% | 869 |
|
|
2017
Q1 | $3.2M | Buy |
129,115
+15,604
| +14% | +$386K | 0.01% | 882 |
|
|
2016
Q4 | $2.92M | Sell |
113,511
-1,389
| -1% | -$35.8K | 0.01% | 870 |
|
|
2016
Q3 | $2.06M | Hold |
114,900
| – | – | 0.01% | 975 |
|
|
2016
Q2 | $2.02M | Sell |
114,900
-850
| -0.7% | -$14.9K | 0.01% | 999 |
|
|
2016
Q1 | $2.03M | Hold |
115,750
| – | – | 0.01% | 916 |
|
|
2015
Q4 | $2.18M | Sell |
115,750
-1,062
| -0.9% | -$20K | 0.01% | 933 |
|
|
2015
Q3 | $2.2M | Sell |
116,812
-1,282
| -1% | -$24.1K | 0.01% | 866 |
|
|
2015
Q2 | $2.11M | Sell |
118,094
-1,320
| -1% | -$23.6K | 0.01% | 967 |
|
|
2015
Q1 | $2.03M | Sell |
119,414
-1,295
| -1% | -$22K | 0.01% | 933 |
|
|
2014
Q4 | $2.12M | Buy |
120,709
+103,986
| +622% | +$1.82M | 0.01% | 883 |
|
|
2014
Q3 | $265K | Buy |
16,723
+1,954
| +13% | +$31K | ﹤0.01% | 1855 |
|
|
2014
Q2 | $237K | Buy |
+14,769
| New | +$237K | ﹤0.01% | 1904 |
|