Campbell & Co Investment Adviser’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 | $504K | Buy |
+21,154
| New | +$504K | 0.03% | 778 |
|
|
2023
Q2 | – | Sell |
-20,307
| Closed | -$435K | – | 989 |
|
|
2023
Q1 | $435K | Sell |
20,307
-12,583
| -38% | -$269K | 0.08% | 470 |
|
|
2022
Q4 | $1.01M | Buy |
32,890
+6,596
| +25% | +$202K | 0.24% | 97 |
|
|
2022
Q3 | $696K | Buy |
+26,294
| New | +$696K | 0.16% | 211 |
|
|
2021
Q4 | – | Sell |
-10,100
| Closed | -$258K | – | 693 |
|
|
2021
Q3 | $258K | Buy |
+10,100
| New | +$258K | 0.08% | 425 |
|