Aspire Capital Advisors’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 | $209K | Hold |
8,764
| – | – | 0.06% | 99 |
|
|
2025
Q1 | $213K | Hold |
8,764
| – | – | 0.06% | 87 |
|
|
2024
Q4 | $215K | Buy |
+8,764
| New | +$215K | 0.06% | 80 |
|
|
2023
Q4 | – | Sell |
-12,270
| Closed | -$200K | – | 72 |
|
|
2023
Q3 | $200K | Hold |
12,270
| – | – | 0.09% | 65 |
|
|
2023
Q2 | $198K | Hold |
12,270
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $263K | Hold |
12,270
| – | – | 0.14% | 50 |
|
|
2022
Q4 | $376K | Hold |
12,270
| – | – | 0.21% | 41 |
|
|
2022
Q3 | $325K | Hold |
12,270
| – | – | 0.26% | 40 |
|
|
2022
Q2 | $309K | Buy |
12,270
+876
| +8% | +$22.1K | 0.23% | 42 |
|
|
2022
Q1 | $286K | Buy |
+11,394
| New | +$286K | 0.27% | 35 |
|