Brighton Jones LLC’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 | $301K | Buy |
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $277K | Buy |
|
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $179K | Buy |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $692K | Buy |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $700K | Sell |
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|
2020
Q4 | $628K | Buy |
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|
2020
Q3 | $493K | Buy |
|
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|
2020
Q2 | $535K | Buy |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $666K | Buy |
|
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|
2019
Q3 | $635K | Buy |
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|
2019
Q2 | $695K | Buy |
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|
2019
Q1 | $709K | Sell |
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|
2018
Q4 | $762K | Buy |
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|
2018
Q3 | $833K | Buy |
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|
2018
Q2 | $754K | Buy |
|