Campbell & Co Investment Adviser’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
Sell
2025
Q2
$504K Buy
2023
Q2
Sell
2023
Q1
$435K Sell
2022
Q4
$1.01M Buy
2022
Q3
$696K Buy
2021
Q4
Sell
2021
Q3
$258K Buy