Bensler’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 | $488K | Hold |
20,450
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $498K | Hold |
20,450
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $501K | Hold |
20,450
| – | – | 0.06% | 109 |
|
|
2024
Q3 | $445K | Hold |
20,450
| – | – | 0.06% | 109 |
|
|
2024
Q2 | $369K | Sell |
20,450
-30
| -0.1% | -$541 | 0.05% | 118 |
|
|
2024
Q1 | $397K | Hold |
20,480
| – | – | 0.06% | 115 |
|
|
2023
Q4 | $438K | Buy |
20,480
+30
| +0.1% | +$642 | 0.07% | 112 |
|
|
2023
Q3 | $334K | Hold |
20,450
| – | – | 0.06% | 115 |
|
|
2023
Q2 | $331K | Hold |
20,450
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $438K | Hold |
20,450
| – | – | 0.09% | 109 |
|
|
2022
Q4 | $627K | Hold |
20,450
| – | – | 0.14% | 97 |
|
|
2022
Q3 | $541K | Hold |
20,450
| – | – | 0.13% | 100 |
|
|
2022
Q2 | $515K | Hold |
20,450
| – | – | 0.12% | 99 |
|
|
2022
Q1 | $512K | Buy |
+20,450
| New | +$512K | 0.11% | 101 |
|