Arax Advisory Partners’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	$2.65K	Buy	111 +60	+118%	+$1.43K	﹤0.01%	2463
2025 Q1	$1.24K	Hold	51	–	–	﹤0.01%	2235
2024 Q4	$1.25K	Sell	51 -82	-62%	-$2.01K	﹤0.01%	2120
2024 Q3	$2.9K	Buy	133 +51	+62%	+$1.11K	﹤0.01%	1921
2024 Q2	$1.48K	Buy	+82	New	+$1.48K	﹤0.01%	2057