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

Bruce G. Allen Investments’s Portfolio HFWA Stock Details HFWA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$624	Buy
2025 Q1	–	Sell
2024 Q4	$490	Hold
2024 Q3	$435	Hold
2024 Q2	$361	Buy
2024 Q1	$233	Buy