Susquehanna International Group’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 | $1.37M | Buy |
57,675
+2,953
| +5% | +$70.4K | ﹤0.01% | 2788 |
|
|
2025
Q1 | $1.33M | Buy |
54,722
+36,708
| +204% | +$893K | ﹤0.01% | 2880 |
|
|
2024
Q4 | $441K | Sell |
18,014
-8,185
| -31% | -$201K | ﹤0.01% | 4250 |
|
|
2024
Q3 | $570K | Buy |
26,199
+7,770
| +42% | +$169K | ﹤0.01% | 3471 |
|
|
2024
Q2 | $332K | Buy |
18,429
+5,926
| +47% | +$107K | ﹤0.01% | 4075 |
|
|
2024
Q1 | $242K | Sell |
12,503
-13,245
| -51% | -$257K | ﹤0.01% | 4460 |
|
|
2023
Q4 | $551K | Buy |
25,748
+9,064
| +54% | +$194K | ﹤0.01% | 3719 |
|
|
2023
Q3 | $272K | Sell |
16,684
-4,203
| -20% | -$68.6K | ﹤0.01% | 4152 |
|
|
2023
Q2 | $338K | Sell |
20,887
-2,096
| -9% | -$33.9K | ﹤0.01% | 4099 |
|
|
2023
Q1 | $492K | Buy |
22,983
+7,154
| +45% | +$153K | ﹤0.01% | 3831 |
|
|
2022
Q4 | $485K | Buy |
15,829
+3,321
| +27% | +$102K | ﹤0.01% | 3258 |
|
|
2022
Q3 | $331K | Buy |
+12,508
| New | +$331K | ﹤0.01% | 4104 |
|
|
2021
Q3 | – | Sell |
-12,814
| Closed | -$321K | – | 5639 |
|
|
2021
Q2 | $321K | Buy |
+12,814
| New | +$321K | ﹤0.01% | 4388 |
|
|
2021
Q1 | – | Sell |
-11,502
| Closed | -$269K | – | 5399 |
|
|
2020
Q4 | $269K | Sell |
11,502
-5,052
| -31% | -$118K | ﹤0.01% | 4003 |
|
|
2020
Q3 | $304K | Buy |
+16,554
| New | +$304K | ﹤0.01% | 3510 |
|
|
2020
Q2 | – | Sell |
-10,111
| Closed | -$202K | – | 4507 |
|
|
2020
Q1 | $202K | Buy |
+10,111
| New | +$202K | ﹤0.01% | 3779 |
|
|
2019
Q4 | – | Sell |
-16,722
| Closed | -$451K | – | 4341 |
|
|
2019
Q3 | $451K | Buy |
16,722
+2,102
| +14% | +$56.7K | ﹤0.01% | 3016 |
|
|
2019
Q2 | $432K | Buy |
+14,620
| New | +$432K | ﹤0.01% | 3077 |
|
|
2019
Q1 | – | Sell |
-10,958
| Closed | -$326K | – | 3667 |
|
|
2018
Q4 | $326K | Buy |
+10,958
| New | +$326K | ﹤0.01% | 2505 |
|
|
2018
Q2 | – | Sell |
-36,711
| Closed | -$1.12M | – | 4062 |
|
|
2018
Q1 | $1.12M | Sell |
36,711
-12,991
| -26% | -$397K | ﹤0.01% | 1388 |
|
|
2017
Q4 | $1.53M | Buy |
+49,702
| New | +$1.53M | ﹤0.01% | 1372 |
|
|
2017
Q3 | – | Sell |
-8,532
| Closed | -$226K | – | 3593 |
|
|
2017
Q2 | $226K | Buy |
+8,532
| New | +$226K | ﹤0.01% | 2984 |
|
|
2017
Q1 | – | Sell |
-60,847
| Closed | -$1.57M | – | 3738 |
|
|
2016
Q4 | $1.57M | Buy |
60,847
+46,936
| +337% | +$1.21M | ﹤0.01% | 1763 |
|
|
2016
Q3 | $250K | Sell |
13,911
-2,800
| -17% | -$50.3K | ﹤0.01% | 2439 |
|
|
2016
Q2 | $294K | Sell |
16,711
-23,526
| -58% | -$414K | ﹤0.01% | 2510 |
|
|
2016
Q1 | $707K | Buy |
40,237
+13,331
| +50% | +$234K | ﹤0.01% | 2345 |
|
|
2015
Q4 | $507K | Buy |
+26,906
| New | +$507K | ﹤0.01% | 2976 |
|
|
2015
Q1 | – | Sell |
-10,361
| Closed | -$182K | – | 4257 |
|
|
2014
Q4 | $182K | Buy |
+10,361
| New | +$182K | ﹤0.01% | 4044 |
|