Bruce G. Allen Investments’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$490	–	1109
2024 Q4	$490	Hold	20	–	–	﹤0.01%	963
2024 Q3	$435	Hold	20	–	–	﹤0.01%	979
2024 Q2	$361	Buy	20 +8	+67%	+$144	﹤0.01%	890
2024 Q1	$233	Buy	+12	New	+$233	﹤0.01%	930