Centiva Capital’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
Sell
-8,450
Closed -$206K 1423
2025
Q1
$206K Buy
+8,450
New +$206K 0.01% 1107
2023
Q4
Sell
-10,180
Closed -$166K 1417
2023
Q3
$166K Buy
+10,180
New +$166K ﹤0.01% 969