Aquatic 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 | $260K | Buy |
10,918
+10,370
| +1,892% | +$247K | 0.01% | 972 |
|
|
2025
Q1 | $13.3K | Sell |
548
-342
| -38% | -$8.32K | ﹤0.01% | 1184 |
|
|
2024
Q4 | $21.8K | Buy |
+890
| New | +$21.8K | ﹤0.01% | 1231 |
|
|
2024
Q1 | – | Sell |
-6,200
| Closed | -$133K | – | 1395 |
|
|
2023
Q4 | $133K | Buy |
6,200
+3,300
| +114% | +$70.8K | ﹤0.01% | 950 |
|
|
2023
Q3 | $47K | Sell |
2,900
-300
| -9% | -$4.86K | ﹤0.01% | 962 |
|
|
2023
Q2 | $52K | Buy |
+3,200
| New | +$52K | ﹤0.01% | 981 |
|
|
2023
Q1 | – | Sell |
-9,500
| Closed | -$291K | – | 1466 |
|
|
2022
Q4 | $291K | Buy |
+9,500
| New | +$291K | 0.02% | 658 |
|