Aquatic Capital Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $108K | Sell |
|
|||||
|
2025
Q3 | $188K | Sell |
|
|||||
|
2025
Q2 | $260K | Buy |
|
|||||
|
2025
Q1 | $13.3K | Sell |
|
|||||
|
2024
Q4 | $21.8K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $133K | Buy |
|
|||||
|
2023
Q3 | $47K | Sell |
|
|||||
|
2023
Q2 | $52K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $291K | Buy |
|