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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Hold |
|
|||||
|
2025
Q2 | $209K | Hold |
|
|||||
|
2025
Q1 | $213K | Hold |
|
|||||
|
2024
Q4 | $215K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $200K | Hold |
|
|||||
|
2023
Q2 | $198K | Hold |
|
|||||
|
2023
Q1 | $263K | Hold |
|
|||||
|
2022
Q4 | $376K | Hold |
|
|||||
|
2022
Q3 | $325K | Hold |
|
|||||
|
2022
Q2 | $309K | Buy |
|
|||||
|
2022
Q1 | $286K | Buy |
|