UMB Bank’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 | $2.19K | Sell |
92
-58
| -39% | -$1.38K | ﹤0.01% | 1990 |
|
|
2025
Q1 | $3.65K | Buy |
150
+58
| +63% | +$1.41K | ﹤0.01% | 1838 |
|
|
2024
Q4 | $2.25K | Hold |
92
| – | – | ﹤0.01% | 1908 |
|
|
2024
Q3 | $2K | Buy |
92
+57
| +163% | +$1.24K | ﹤0.01% | 1983 |
|
|
2024
Q2 | $631 | Buy |
+35
| New | +$631 | ﹤0.01% | 2060 |
|