Aspire Capital Advisors’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	$228K	Hold	8,764	–	–	0.05%	109
2025 Q4	$207K	Hold	8,764	–	–	0.05%	117
2025 Q3	$212K	Hold	8,764	–	–	0.05%	108
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	+$213K	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%	+$21.9K	0.23%	42
2022 Q1	$286K	Buy	+11,394	New	+$291K	0.27%	35