VOYA Investment 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 | $1.26M | Buy |
52,782
+14,734
| +39% | +$351K | ﹤0.01% | 1472 |
|
|
2025
Q1 | $926K | Buy |
38,048
+9,703
| +34% | +$236K | ﹤0.01% | 1604 |
|
|
2024
Q4 | $694K | Buy |
28,345
+6,185
| +28% | +$152K | ﹤0.01% | 1789 |
|
|
2024
Q3 | $482K | Buy |
22,160
+2,795
| +14% | +$60.8K | ﹤0.01% | 2005 |
|
|
2024
Q2 | $349K | Buy |
19,365
+486
| +3% | +$8.76K | ﹤0.01% | 2190 |
|
|
2024
Q1 | $366K | Sell |
18,879
-2,972
| -14% | -$57.6K | ﹤0.01% | 2153 |
|
|
2023
Q4 | $467K | Sell |
21,851
-492
| -2% | -$10.5K | ﹤0.01% | 2116 |
|
|
2023
Q3 | $364K | Buy |
22,343
+331
| +2% | +$5.4K | ﹤0.01% | 2208 |
|
|
2023
Q2 | $356K | Buy |
22,012
+2,434
| +12% | +$39.4K | ﹤0.01% | 2268 |
|
|
2023
Q1 | $419K | Buy |
19,578
+34
| +0.2% | +$728 | ﹤0.01% | 2150 |
|
|
2022
Q4 | $599K | Buy |
19,544
+4,890
| +33% | +$150K | ﹤0.01% | 1926 |
|
|
2022
Q3 | $388K | Hold |
14,654
| – | – | ﹤0.01% | 2188 |
|
|
2022
Q2 | $369K | Hold |
14,654
| – | – | ﹤0.01% | 2029 |
|
|
2022
Q1 | $367K | Sell |
14,654
-574
| -4% | -$14.4K | ﹤0.01% | 2089 |
|
|
2021
Q4 | $372K | Sell |
15,228
-209
| -1% | -$5.11K | ﹤0.01% | 2188 |
|
|
2021
Q3 | $394K | Hold |
15,437
| – | – | ﹤0.01% | 2194 |
|
|
2021
Q2 | $386K | Sell |
15,437
-583
| -4% | -$14.6K | ﹤0.01% | 2244 |
|
|
2021
Q1 | $452K | Buy |
16,020
+81
| +0.5% | +$2.29K | ﹤0.01% | 2093 |
|
|
2020
Q4 | $373K | Buy |
15,939
+3,029
| +23% | +$70.9K | ﹤0.01% | 2087 |
|
|
2020
Q3 | $237K | Hold |
12,910
| – | – | ﹤0.01% | 2080 |
|
|
2020
Q2 | $258K | Sell |
12,910
-6,011
| -32% | -$120K | ﹤0.01% | 2039 |
|
|
2020
Q1 | $378K | Buy |
18,921
+359
| +2% | +$7.17K | ﹤0.01% | 1795 |
|
|
2019
Q4 | $525K | Buy |
18,562
+2,268
| +14% | +$64.1K | ﹤0.01% | 1857 |
|
|
2019
Q3 | $439K | Hold |
16,294
| – | – | ﹤0.01% | 1838 |
|
|
2019
Q2 | $481K | Buy |
16,294
+633
| +4% | +$18.7K | ﹤0.01% | 1810 |
|
|
2019
Q1 | $472K | Hold |
15,661
| – | – | ﹤0.01% | 1802 |
|
|
2018
Q4 | $465K | Buy |
15,661
+1,048
| +7% | +$31.1K | ﹤0.01% | 1761 |
|
|
2018
Q3 | $514K | Hold |
14,613
| – | – | ﹤0.01% | 1829 |
|
|
2018
Q2 | $509K | Sell |
14,613
-676
| -4% | -$23.5K | ﹤0.01% | 1816 |
|
|
2018
Q1 | $468K | Sell |
15,289
-1,633
| -10% | -$50K | ﹤0.01% | 1843 |
|
|
2017
Q4 | $521K | Hold |
16,922
| – | – | ﹤0.01% | 1811 |
|
|
2017
Q3 | $499K | Hold |
16,922
| – | – | ﹤0.01% | 1882 |
|
|
2017
Q2 | $448K | Buy |
16,922
+1,715
| +11% | +$45.4K | ﹤0.01% | 1908 |
|
|
2017
Q1 | $376K | Hold |
15,207
| – | – | ﹤0.01% | 1901 |
|
|
2016
Q4 | $392K | Hold |
15,207
| – | – | ﹤0.01% | 1888 |
|
|
2016
Q3 | $273 | Hold |
15,207
| – | – | ﹤0.01% | 2103 |
|
|
2016
Q2 | $267K | Hold |
15,207
| – | – | ﹤0.01% | 2095 |
|
|
2016
Q1 | $267K | Hold |
15,207
| – | – | ﹤0.01% | 2065 |
|
|
2015
Q4 | $286K | Hold |
15,207
| – | – | ﹤0.01% | 2076 |
|
|
2015
Q3 | $286K | Hold |
15,207
| – | – | ﹤0.01% | 2065 |
|
|
2015
Q2 | $272K | Hold |
15,207
| – | – | ﹤0.01% | 2321 |
|
|
2015
Q1 | $259K | Hold |
15,207
| – | – | ﹤0.01% | 2317 |
|
|
2014
Q4 | $267K | Hold |
15,207
| – | – | ﹤0.01% | 2335 |
|
|
2014
Q3 | $241K | Hold |
15,207
| – | – | ﹤0.01% | 2399 |
|
|
2014
Q2 | $245K | Buy |
+15,207
| New | +$245K | ﹤0.01% | 2463 |
|