Balyasny Asset Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,844
| Closed | -$867K | – | 2105 |
|
|
2024
Q3 | $867K | Sell |
39,844
-1,197
| -3% | -$26.1K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $740K | Buy |
+41,041
| New | +$740K | ﹤0.01% | 1333 |
|
|
2019
Q1 | – | Sell |
-31,785
| Closed | -$945K | – | 1363 |
|
|
2018
Q4 | $945K | Buy |
+31,785
| New | +$945K | 0.01% | 820 |
|
|
2016
Q3 | – | Sell |
-31,775
| Closed | -$559K | – | 985 |
|
|
2016
Q2 | $559K | Buy |
31,775
+12,545
| +65% | +$221K | ﹤0.01% | 638 |
|
|
2016
Q1 | $338K | Buy |
+19,230
| New | +$338K | ﹤0.01% | 777 |
|