Victory Capital Management’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 | $57.4M | Buy |
2,406,061
+925,064
| +62% | +$22.1M | 0.04% | 492 |
|
|
2025
Q1 | $36M | Buy |
1,480,997
+1,471,640
| +15,728% | +$35.8M | 0.04% | 582 |
|
|
2024
Q4 | $229K | Buy |
+9,357
| New | +$229K | ﹤0.01% | 2195 |
|
|
2023
Q3 | – | Sell |
-19,476
| Closed | -$315K | – | 2533 |
|
|
2023
Q2 | $315K | Sell |
19,476
-267,857
| -93% | -$4.33M | ﹤0.01% | 2103 |
|
|
2023
Q1 | $6.15M | Sell |
287,333
-103,151
| -26% | -$2.21M | 0.01% | 1163 |
|
|
2022
Q4 | $12M | Sell |
390,484
-559,669
| -59% | -$17.1M | 0.01% | 966 |
|
|
2022
Q3 | $25.2M | Sell |
950,153
-308,864
| -25% | -$8.18M | 0.03% | 702 |
|
|
2022
Q2 | $31.7M | Buy |
1,259,017
+27,444
| +2% | +$690K | 0.04% | 639 |
|
|
2022
Q1 | $30.5M | Buy |
1,231,573
+198,094
| +19% | +$4.91M | 0.03% | 721 |
|
|
2021
Q4 | $25.3M | Buy |
1,033,479
+82,664
| +9% | +$2.02M | 0.02% | 825 |
|
|
2021
Q3 | $24.2M | Buy |
950,815
+274,789
| +41% | +$7.01M | 0.02% | 817 |
|
|
2021
Q2 | $16.9M | Buy |
676,026
+36,120
| +6% | +$904K | 0.02% | 960 |
|
|
2021
Q1 | $18.1M | Buy |
639,906
+126,409
| +25% | +$3.57M | 0.02% | 953 |
|
|
2020
Q4 | $12M | Sell |
513,497
-29,474
| -5% | -$689K | 0.01% | 1054 |
|
|
2020
Q3 | $9.99M | Sell |
542,971
-40,649
| -7% | -$748K | 0.01% | 1048 |
|
|
2020
Q2 | $11.7M | Sell |
583,620
-742,176
| -56% | -$14.8M | 0.02% | 972 |
|
|
2020
Q1 | $26.5M | Buy |
1,325,796
+706,149
| +114% | +$14.1M | 0.02% | 803 |
|
|
2019
Q4 | $17.5M | Buy |
619,647
+148,921
| +32% | +$4.21M | 0.02% | 856 |
|
|
2019
Q3 | $12.7M | Buy |
470,726
+394,030
| +514% | +$10.6M | 0.02% | 928 |
|
|
2019
Q2 | $2.27M | Sell |
76,696
-7,047
| -8% | -$208K | ﹤0.01% | 1111 |
|
|
2019
Q1 | $2.52M | Buy |
83,743
+10,030
| +14% | +$302K | 0.01% | 1038 |
|
|
2018
Q4 | $2.19M | Sell |
73,713
-972
| -1% | -$28.9K | 0.01% | 1014 |
|
|
2018
Q3 | $2.63M | Buy |
74,685
+1,980
| +3% | +$69.6K | 0.01% | 1047 |
|
|
2018
Q2 | $2.53M | Sell |
72,705
-12,845
| -15% | -$448K | 0.01% | 1030 |
|
|
2018
Q1 | $2.62M | Buy |
85,550
+9,742
| +13% | +$298K | 0.01% | 1001 |
|
|
2017
Q4 | $2.34M | Buy |
75,808
+4,788
| +7% | +$147K | ﹤0.01% | 983 |
|
|
2017
Q3 | $2.1M | Sell |
71,020
-7,300
| -9% | -$215K | ﹤0.01% | 974 |
|
|
2017
Q2 | $2.08M | Buy |
78,320
+4,060
| +5% | +$108K | ﹤0.01% | 940 |
|
|
2017
Q1 | $1.84M | Sell |
74,260
-1,550
| -2% | -$38.4K | ﹤0.01% | 944 |
|
|
2016
Q4 | $1.95M | Buy |
75,810
+17,036
| +29% | +$439K | ﹤0.01% | 925 |
|
|
2016
Q3 | $1.06M | Buy |
58,774
+200
| +0.3% | +$3.59K | ﹤0.01% | 1012 |
|
|
2016
Q2 | $1.03M | Buy |
58,574
+190
| +0.3% | +$3.34K | ﹤0.01% | 780 |
|
|
2016
Q1 | $1.03M | Sell |
58,384
-4,150
| -7% | -$72.9K | ﹤0.01% | 791 |
|
|
2015
Q4 | $1.18M | Buy |
62,534
+8,510
| +16% | +$160K | ﹤0.01% | 746 |
|
|
2015
Q3 | $1.02M | Sell |
54,024
-990
| -2% | -$18.6K | ﹤0.01% | 713 |
|
|
2015
Q2 | $983K | Hold |
55,014
| – | – | ﹤0.01% | 761 |
|
|
2015
Q1 | $935K | Sell |
55,014
-1,980
| -3% | -$33.7K | ﹤0.01% | 656 |
|
|
2014
Q4 | $1M | Buy |
+56,994
| New | +$1M | ﹤0.01% | 681 |
|