Brighton Jones LLC’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 | $286K | Buy |
12,002
+138
| +1% | +$3.29K | 0.01% | 744 |
|
|
2025
Q1 | $289K | Buy |
11,864
+567
| +5% | +$13.8K | 0.01% | 540 |
|
|
2024
Q4 | $277K | Buy |
11,297
+59
| +0.5% | +$1.45K | 0.01% | 541 |
|
|
2024
Q3 | $245K | Buy |
11,238
+69
| +0.6% | +$1.5K | 0.01% | 479 |
|
|
2024
Q2 | $201K | Buy |
11,169
+77
| +0.7% | +$1.39K | 0.01% | 582 |
|
|
2024
Q1 | $215K | Sell |
11,092
-60
| -0.5% | -$1.16K | 0.01% | 557 |
|
|
2023
Q4 | $239K | Buy |
11,152
+163
| +1% | +$3.49K | 0.01% | 497 |
|
|
2023
Q3 | $179K | Buy |
10,989
+75
| +0.7% | +$1.22K | 0.01% | 509 |
|
|
2023
Q2 | $176K | Sell |
10,914
-14,289
| -57% | -$231K | 0.01% | 516 |
|
|
2023
Q1 | $539K | Buy |
25,203
+47
| +0.2% | +$1.01K | 0.03% | 272 |
|
|
2022
Q4 | $771K | Buy |
25,156
+39
| +0.2% | +$1.2K | 0.05% | 190 |
|
|
2022
Q3 | $665K | Sell |
25,117
-2,576
| -9% | -$68.2K | 0.04% | 202 |
|
|
2022
Q2 | $697K | Buy |
27,693
+74
| +0.3% | +$1.86K | 0.04% | 194 |
|
|
2022
Q1 | $692K | Buy |
27,619
+2,713
| +11% | +$68K | 0.03% | 222 |
|
|
2021
Q4 | $609K | Buy |
24,906
+47
| +0.2% | +$1.15K | 0.03% | 242 |
|
|
2021
Q3 | $634K | Buy |
24,859
+46
| +0.2% | +$1.17K | 0.03% | 227 |
|
|
2021
Q2 | $621K | Buy |
24,813
+40
| +0.2% | +$1K | 0.03% | 224 |
|
|
2021
Q1 | $700K | Sell |
24,773
-2,062
| -8% | -$58.3K | 0.04% | 190 |
|
|
2020
Q4 | $628K | Buy |
26,835
+47
| +0.2% | +$1.1K | 0.04% | 183 |
|
|
2020
Q3 | $493K | Buy |
26,788
+57
| +0.2% | +$1.05K | 0.03% | 190 |
|
|
2020
Q2 | $535K | Buy |
26,731
+3,182
| +14% | +$63.7K | 0.04% | 168 |
|
|
2020
Q1 | $471K | Buy |
23,549
+2
| +0% | +$40 | 0.05% | 169 |
|
|
2019
Q4 | $666K | Buy |
23,547
+3
| +0% | +$85 | 0.07% | 153 |
|
|
2019
Q3 | $635K | Buy |
23,544
+3
| +0% | +$81 | 0.07% | 146 |
|
|
2019
Q2 | $695K | Buy |
23,541
+1
| +0% | +$30 | 0.08% | 133 |
|
|
2019
Q1 | $709K | Sell |
23,540
-2,100
| -8% | -$63.3K | 0.09% | 129 |
|
|
2018
Q4 | $762K | Buy |
25,640
+1,949
| +8% | +$57.9K | 0.11% | 104 |
|
|
2018
Q3 | $833K | Buy |
23,691
+2,061
| +10% | +$72.5K | 0.1% | 107 |
|
|
2018
Q2 | $754K | Buy |
+21,630
| New | +$754K | 0.1% | 123 |
|